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Associate Account Executive

1 month, 2 weeks ago
Anywhere
Contract
Entry Level
Account Executive
Sales and Business Development
Apply Now
BHG Financial

BHG Financial

BHG Financial is a pioneering financial company that specializes in providing innovative solutions for business professionals, consumers, and financial institutions nationwide. With a focus on technology, analytics, and exceptional service, BHG offers ...

Diversified Financial Services
1K-5K
Founded 2001
View All Jobs 2

Description

  • Analyze customer assets, income, and debts to recommend appropriate financial and loan products.
  • Explain the advantages and disadvantages of available financial products to customers.
  • Market and promote company products and services to current and prospective clients.
  • Prospect for new business through high-level cold calling and other sales activities.
  • Qualify and close new accounts.
  • Follow up on leads and referrals from phone and field activities.
  • Establish and maintain relationships with current and prospective clients.
  • Document customer and sales activity in the CRM.
  • Deliver strong communication, presentations, and customer service.

Requirements

  • Bachelor’s degree highly preferred.
  • 1–5 years of experience in a professional setting, preferably with demonstrated sales success.
  • Cold-calling experience highly preferred.
  • Demonstrated intellect, drive, executive presence, and sales acumen.
  • Competitive, goal-oriented mindset with a commitment to team success.
  • Strong communication, presentation, customer assessment, and relationship-building abilities.
  • Ability to work independently and thrive in a fast-paced environment.
  • Travel to the BHG All Oars Experience within the first six months; approximately 5% annual travel thereafter for team events, meetings, and collaboration.

Benefits

  • Medical, prescription, dental, and vision coverage for employees and eligible family members.
  • Competitive PTO and vacation policies.
  • One Friday off each month through Wellness Weekends.
  • 401(k) plan with employer contributions after one year.
  • Company-sponsored training and certification opportunities.
  • Quarterly awards and additional bonuses for top achievers.
  • Volunteer opportunities through the BHG Cares program.
  • Opportunities for professional development and advancement.

Interested in this position?

Apply directly on the company website

Apply Now

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