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Associate Account Executive, Bank Sales

23 hours, 3 minutes ago
Anywhere
Full-time
Junior
Account Executive
Sales and Business Development
Apply Now
BHG Financial

BHG Financial

BHG Financial is a pioneering financial company that specializes in providing innovative solutions for business professionals, consumers, and financial institutions nationwide. With a focus on technology, analytics, and exceptional service, BHG offers ...

Diversified Financial Services
1K-5K
Founded 2001
View All Jobs 9

Description

  • Build a portfolio of financial institution relationships from the ground up within an assigned territory.
  • Drive new business development through proactive prospecting, outreach, and market penetration.
  • Identify, target, and convert new client relationships into active, revenue-producing accounts.
  • Establish and grow long-term partnerships with financial institutions through consistent engagement and value delivery.
  • Lead all aspects of the sales process, including prospecting, relationship development, deal discussions, and execution.
  • Develop deep expertise in BHG products, deal structures, and market positioning.
  • Strategically manage the territory to maximize pipeline development, coverage, and revenue opportunity.
  • Partner cross-functionally with internal teams to deliver client outcomes.
  • Represent BHG Financial at industry events, association conferences, and client meetings.
  • Travel regularly within the assigned territory and to conferences, events, and client meetings, including some weekends and holidays.

Requirements

  • Bachelor's degree preferred.
  • Experience in new business sales, business development, or financial services is highly preferred.
  • Demonstrated ability to build a pipeline and convert new relationships into revenue.
  • Strong track record of revenue generation through prospecting and closing.
  • Ability to manage a territory and prioritize high-value opportunities.
  • Excellent communication, negotiation, and presentation skills.
  • High level of organization and discipline in managing a pipeline and sales activity.
  • Willingness to travel every other week within the assigned territory.
  • Ability to attend association conferences, industry events, and client meetings, including some events on weekends and holidays.
  • Availability to travel to the BHG All Oars Experience within the first 6 months of employment.

Benefits

  • Medical, prescription drug, dental, and vision coverage for employees and 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.
  • Company-sponsored training and certification opportunities.
  • Quarterly award ceremonies with additional bonuses for top achievers.
  • Ongoing volunteer opportunities through the BHG Cares program.

Interested in this position?

Apply directly on the company website

Apply Now

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