BHG Financial · 5 months ago
Associate Account Executive
United States
Contract
Remote
Entry Level
1+ years expBHG Financial is a leader in the financial services space, dedicated to providing innovative financial solutions to high-earning professionals and small businesses. The Associate Account Executive will analyze customer financial information to recommend suitable financial products and actively promote the company's offerings to potential clients.
FinanceFinancial ServicesRisk Management
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
Qualification
Required
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
Company
BHG Financial
BHG Financial delivers forward-thinking financial solutions, custom-tailored for individuals, small businesses, and institutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Tyler Crawford
Chief Operating Officer
Allison Laforce
Human Resources Business Partner II
Recent News
BiometricUpdate.com
2025-10-23
2025-09-15
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