Note: The job is a remote job and is open to candidates in USA. BHG Financial is a leader in the financial services space, dedicated to providing innovative solutions to accomplished professionals and small businesses. The Associate Account Executive role involves analyzing customer financial situations, promoting products, and maintaining client relationships.
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
Skills
- 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
- 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
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 Overview
BHG Financial delivers forward-thinking financial solutions, custom-tailored for individuals, small businesses, and institutions. It was founded in 2001, and is headquartered in Fort Lauderdale, Florida, USA, with a workforce of 1001-5000 employees. Its website is https://bhgfinancial.com.