Growth-Focused Account Executive, Financial Services

BHG Financial; United States; On-site; USD 55,000 - 85,000; Full time

Job summary

BHG Financial seeks an Associate Account Executive in the United States. You will market and promote company products to current and potential clients, using independent judgment to assess customer assets and determine suitable financial solutions.

The role requires 1–5 years of sales experience, strong communication and presentation skills, and a track record of sales success. Moderate travel is expected after onboarding, with ongoing field collaboration.

Qualifications

• Bachelor’s degree highly preferred.
• 1-5 years of experience in a professional setting, preferably with evidence of prior success in sales.
• Cold calling experience is highly preferred, in addition to other sales activity.
• Proven demonstration of intellect, drive, executive presence, and sales acumen.
• Competitive nature. You’re driven to be the best. You challenge yourself by setting goals, crushing them, and helping your teammates do the same.
• Travel requirement: Within the first 6 months of employment, all employees will travel to attend the BHG All Oars Experience. Following this event, ongoing travel is minimal—approximately 5% annually for team on-sites, meetings, and cross-functional collaboration

Responsibilities

• Analyze and assess information related to customer assets, income, and debts to advise customers on best loan products.
• Market and promote company products and services to current and potential clients.
• Engage in high-level cold-calling to qualify and close new accounts.
• Display excellent communication and presentation skills with strong customer service.
• Document activity using our CRM.
• Follow up on new leads and referrals from phone and field activity.
• Establish and maintain current client relationships and potential client relationships.

Skills

Cold calling

Sales experience

Communication

Presentation

CRM usage

Education

Bachelor’s degree

Tools

CRM

Job description

BHG Financial seeks an Associate Account Executive in the United States. You will market and promote company products to current and potential clients, using independent judgment to assess customer assets and determine suitable financial solutions.

The role requires 1–5 years of sales experience, strong communication and presentation skills, and a track record of sales success. Moderate travel is expected after onboarding, with ongoing field collaboration.