Associate Account Executive

Responsibilities

• Analyze and assess customer assets, income, and debts to recommend suitable financial and loan products
• Market and promote company products and services to current and potential clients
• Perform high-level cold-calling to qualify and close new accounts
• Document all sales activity using the company CRM
• Follow up on new leads and referrals from phone and field activity
• Establish and maintain long-term client relationships

Requirements

• Bachelor's degree highly preferred
• 1-5 years of experience in a professional setting
• Proven sales acumen and executive presence
• Strong communication and presentation skills
• Competitive nature and goal-oriented mindset
• Ability to travel for initial training and minimal annual team meetings

Benefits

• Medical, Rx, Dental, and Vision coverage
• Competitive PTO and vacation policies
• One Friday off each month for Wellness Weekends
• 401(k) plan with employer contributions after one year
• Company-sponsored training and certification
• Quarterly award ceremonies and bonuses

About the Company

BHG Financial is a leader in the financial services space, providing innovative financial solutions to accomplished professionals, small businesses, and institutions. Founded on the philosophy of a better way to borrow, the company focuses on data, analytics, and personalized concierge service to help clients build upon their success.