Associate Account Executive - Loan Sales

Summary

BHG Financial is a leader in the financial services space, dedicated to providing innovative financial solutions to high-earning professionals and small businesses. They are seeking an Associate Account Executive to analyze customer needs and advise on suitable financial products while promoting the company's offerings and building client relationships.

Responsibilities

• Associate Account Executives will utilize independent discretion and judgment to analyze and assess information related to customer assets, income, debts and decide which financial and loan products best meet the customer’s needs and financial circumstances, and advise customers accordingly regarding the advantages and disadvantages of different financial products
• Market and promote company products and services to current and potential clients
• Our best sales professionals show strong prospecting skills, including the ability to engage in high-level cold-calling to qualify and close new accounts
• Sales Executives will display excellent communication and presentations skills with top-notch customer service approach
• Document activity using our CRM
• Follow up on new leads and referrals resulting from phone and field activity
• Establish and maintain current client and potential client relationships

Skills

• Bachelor's degree highly preferred
• 1-5 years of experience in a professional setting, preferably with evidence of prior success in sales - not ultimately needed
• 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

Qualifications

Must Haves

• Bachelor's degree highly preferred
• 1-5 years of experience in a professional setting, preferably with evidence of prior success in sales - not ultimately needed
• 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

Benefits

• 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