Associate Account Executive - Loan Sales

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

Requirements:

• 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