Financial Institutions Sales Representative

About Us

In 2001, BHG Financial started with an idea, an opportunity, and $25,000, initially serving the medical industry. We expanded to serve high-earning professionals across various industries, providing leading-edge financial solutions, including an extensive network of community banks. Today, BHG Financial is a leader in the financial services space, dedicated to helping accomplished professionals, small businesses, and institutions build success through innovative financial solutions, a hassle-free process, and personalized concierge service. Our focus on data, analytics, and proprietary modeling enables faster funding for customers.

Who You Are

You are a motivated professional passionate about providing innovative solutions to customers. You excel in communication and presentation, with experience assessing customer needs. You are self-driven, ambitious, and thrive in a fast-paced environment where you can market and promote company products and services to current and potential customers.

Responsibilities

• Assist in managing and nurturing relationships with clients and prospects within the assigned territory.
• Drive new business development through proactive prospecting, coordinate meetings, prepare presentation materials, and track follow-ups for timely responses.
• Maintain CRM records and ensure data accuracy across sales pipelines.
• Develop deep expertise in BHG products, deal structures, and market positioning.
• Strategically manage territory to maximize pipeline development, coverage, and revenue opportunity.
• Partner cross-functionally with internal teams to deliver client outcomes.
• Support senior-level representatives with daily operations, reporting, and client communications.
• Represent BHG Financial with professionalism and polish in all interactions.

Requirements

• Proven experience in new business sales, business development, or financial services.
• Demonstrated ability to build a pipeline and convert new relationships into revenue.
• Ability to manage a territory and prioritize high-value opportunities.
• Excellent communication, negotiation, and presentation skills.
• High level of organization and discipline in managing the pipeline and sales activity.
• Bachelor’s degree preferred.

Travel Requirements

• Travel is required every other week within the assigned territory to build and develop new client relationships.
• Attendance at association conferences, industry events, and client meetings, including events that may occur on weekends and holidays.
• Within the first 6 months of employment, all employees will travel to attend the BHG All Oars Experience.

Life at BHG Financial

At BHG Financial, we work hard and embrace risk-taking. Our core values of PMA (positive mental attitude), teamwork, and loyalty drive every interaction. We value work/life balance and believe in leadership opportunities for all employees. Our leaders are actively involved in the well-being and growth of employees, helping them realize their full potential and explore new opportunities for personal and professional development.

Benefits

• Medical, prescription, dental, and vision coverage for employees and 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 through our BHG Cares program.