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Associate Account Executive - Loan Sales

3 months, 1 week ago
Anywhere
Contract
Junior
Account Executive
Sales and Business Development
CRM
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

Description

  • Analyze customer assets, income, debts, and financial circumstances to determine appropriate loan and financial products.
  • Advise customers on the advantages and disadvantages of different financial products.
  • Market and promote company products and services to current and potential clients.
  • Prospect for new business through high-level cold-calling and outreach to qualify and close new accounts.
  • Communicate and present product offerings effectively to prospects and customers.
  • Document sales and customer activity in the CRM system.
  • Follow up on new leads and referrals generated from phone and field activity.
  • Establish and maintain relationships with current clients and potential clients.

Requirements

  • Bachelor’s degree is highly preferred.
  • 1-5 years of experience in a professional setting, preferably with prior sales success.
  • Demonstrated intellect, drive, executive presence, and sales acumen.
  • Strong communication and presentation skills.
  • Ability to work closely with customers to assess needs.
  • Competitive, goal-oriented mindset.
  • Self-driven and able to thrive in a fast-paced environment.
  • Experience in sales is not ultimately required.
  • Ability to work remotely in a contract-to-hire arrangement.

Benefits

  • Medical, prescription, dental, and vision coverage for employees and eligible family members.
  • Competitive PTO and vacation policies.
  • One 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 with additional bonuses for top achievers.
  • Ongoing volunteer opportunities through the BHG Cares program.

Interested in this position?

Apply directly on the company website

Apply Now

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