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Associate Account Executive - Loan Sales

12 hours, 29 minutes ago
Anywhere
Contract
Mid Level
Account Executive
Sales and Business Development
CRM
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
1001-5000
Founded 2001
View All Jobs 8

Description

  • Analyze customer assets, income, and debts to determine appropriate financial and loan products.
  • Advise customers on the advantages and disadvantages of available financial products.
  • Market and promote company products and services to current and prospective clients.
  • Prospect through high-level cold calling to qualify and close new accounts.
  • Deliver presentations and customer service throughout the sales process.
  • Document sales activity in the CRM.
  • Follow up on leads and referrals generated through phone and field activity.
  • Build and maintain relationships with current and prospective clients.

Requirements

  • Bachelor’s degree preferred.
  • 1–5 years of professional experience preferred, ideally with demonstrated sales success.
  • Demonstrated intellect, drive, executive presence, and sales acumen.
  • Strong communication, presentation, and customer-needs assessment abilities.
  • Ability to work independently and exercise judgment when evaluating customer financial information.
  • Strong prospecting, cold-calling, qualification, and closing capabilities.
  • Competitive, goal-oriented mindset and ability to contribute as a team player.
  • Ability to travel for the BHG All Oars Experience within the first six months; ongoing travel is approximately 5% annually.

Benefits

  • Medical, prescription, dental, and vision coverage for employees and eligible family members.
  • Competitive PTO and vacation policies.
  • One Friday off each month for Wellness Weekends.
  • 401(k) plan with employer contributions after one year.
  • Company-sponsored training and certification opportunities.
  • Quarterly recognition ceremonies and additional bonuses for top achievers.
  • Volunteer opportunities through the BHG Cares program.

Interested in this position?

Apply directly on the company website

Apply Now

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