Associate Account Executive

BHG Financial

WorldwideFully remoteContractManager, Director, ExecutiveSales & Business Development
Posted 3mo ago

Why we think you can apply

Hiring model
Open worldwide · the employer states no country restriction
Work from
Anywhere, the UAE included

Posted 3 months ago · apply link checked 2 hours ago

About the role

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.

What we look for

  • Bachelor's degree preferred
  • 1-5 years professional experience
  • Sales acumen
  • Strong communication skills
SalesCRM
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