Partner Production Specialist

BHG Financial; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

BHG Financial is seeking a Partner Production Specialist to manage and optimize relationships with strategic partners. This role focuses on ensuring effective lead tracking, conversion, and nurturing, making it crucial for our growth. Ideal candidates will exhibit strong relationship management abilities and an analytical mindset, contributing to a team dedicated to exceptional service and results.

Benefits

Medical/Rx/Dental/Vision coverage

Competitive PTO and vacation policies

Company 401(k) plan

Company-sponsored training opportunities

Quarterly award ceremonies

Ongoing volunteer opportunities

Qualifications

• Ability to manage external partners with a focus on relationship-based sales/referrals.
• Strong relationship management skills with a solutions-oriented approach.
• Excellent written and verbal communication skills.

Responsibilities

• Manage day-to-day relationships with BHG Strategic Partners.
• Analyze partner lead data to improve conversion rates.
• Monitor partner pipeline activity and produce performance reports.

Skills

Relationship management

Analytical mindset

Excellent communication

Tools

CRM systems

Salesforce

Job description

Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you.

In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly on serving those in the medical industry. With healthcare in our heritage, we soon expanded to serve high-earning professionals in many other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.

Today, BHG Financial has firmly established its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.

Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.

From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.

Who You Are

As a Partner Production Specialist at BHG, you'll play a pivotal role in managing and optimizing the performance of our Strategic Partners. This role is essential in ensuring that partner-referred leads are efficiently tracked, nurtured, and converted. You'll serve as the key liaison between our external partners and internal sales teams, aligning expectations, communicating updates, and driving production performance.

What You'll Do

• Manage day-to-day relationships with active BHG Strategic Partners to ensure seamless collaboration and performance alignment.
• Provide proactive updates to partners regarding the status and performance of referred lead flow, addressing inquiries and highlighting opportunities for improvement.
• Collaborate closely with the BHG Sales team to ensure partner leads are prioritized, contacted, and progressing through the sales funnel effectively.
• Analyze partner lead data to identify trends, resolve bottlenecks, and propose actionable solutions that improve conversion rates and overall partner satisfaction.
• Monitor partner pipeline activity and produce regular performance reports for internal stakeholders and partner accounts.
• Identify and escalate operational or performance issues early, and work cross-functionally to develop resolutions.
• Support strategic initiatives aimed at expanding lead volume and improving the quality of partner-generated opportunities.

What You'll Need

• Ability to manage external partners with a focus on relationship-based sales/referrals
• Strong relationship management skills with a solutions-oriented approach
• Excellent written and verbal communication skills, with the ability to tailor messages to different audiences
• Ability to prioritize tasks, multitask efficiently, and manage time and resources across multiple partnerships
• An analytical mindset with comfort in reviewing performance data and turning insights into action
• Proactive, organized, and comfortable working in a fast-paced, results-driven environment
• Familiarity with CRM systems (e.g., Salesforce)

Life at BHG Financial

At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.

Why You Should Join BHG Financial

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work certified. Some of the benefits you can expect when you join BHG Financial include:

•Medical/Rx/Dental/Vision coverage for employees and their eligible family members

•Competitive PTO and vacation policies

•1 Friday off each month for Wellness Weekends

•Company 401(k) plan with employer contributions after one year

•Company-sponsored training and certification opportunities

•Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses

•Ongoing volunteer opportunities to give back to the community through our BHG Cares program

If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!

BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.