Associate Account Executive - Loan Sales

About the role

BHG Financial is a growing team that prioritizes productivity and has a culture focused on transforming talented employees into effective business leaders. Founded in 2001, we started with an idea, an opportunity, and $25,000, initially serving the medical industry. Over time, we expanded to serve high-earning professionals across various industries, offering leading-edge financial solutions.

Responsibilities

• Analyze and assess information related to customer assets, income, debts, and recommend financial and loan products that best meet the customer’s needs.
• Advise customers on the advantages and disadvantages of different financial products.
• Market and promote company products and services to current and potential clients.
• Show strong prospecting skills, including the ability to engage in high-level cold-calling to qualify and close new accounts.
• 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.

Requirements

• Bachelor’s degree highly preferred.
• 1-5 years of experience in a professional setting, preferably with evidence of prior success in sales.
• Proven demonstration of intellect, drive, executive presence, and sales acumen.
• Competitive nature. You’re driven to be the best and challenge yourself by setting goals and helping your teammates do the same.

Qualifications

• Self-driven and ambitious.
• Thrives in a fast-paced environment.
• Excellent communication and presentation skills.
• Strong customer service approach.

Skills

• Independent discretion and judgment.
• Data analysis and analytics.
• Proprietary modeling.
• Effective communication and presentations.
• Customer relationship management.

Benefits

• Medical/Rx/Dental/Vision coverage for employees and their 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.
• 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.

Pay

Compensation is commensurate with experience.

Schedule

Hours are flexible to accommodate a fast-paced environment.

Benefits

• Artificial intelligence (AI) tools used in the hiring process.
• Quarterly award ceremonies celebrating top achievers.
• Additional bonuses for top performers.
• Volunteer opportunities to give back to the community.

Life at BHG Financial

We believe in work/life balance and encourage employees to lead and explore new opportunities for personal and professional development. Our core values include PMA (positive mental attitude), team player, and loyalty, which guide our interactions with each other and our customers.

Why You Should Join BHG Financial

We strive to offer a supportive environment where you can exercise your passions, be surrounded by a team-player mindset, and have access to a variety of benefits and opportunities. We are committed to being a Great Place to Work® certified organization and are dedicated to creating a diverse and inclusive workplace.