BHG Financial · 7 hours ago
Associate Account Executive
United States
Full-time
Remote
Entry Level
1+ years exp
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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
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Required
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
Preferred
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
BHG Financial
BHG Financial creates financial solutions for business executives, consumers, and financial institutions.
1001-5000 employees
H1B Sponsorship
BHG Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (16)
2022 (43)
2021 (35)
2020 (16)
Funding
Current Stage
Late StageLeadership Team
Tyler Crawford
Chief Operating Officer
Allison Laforce
Human Resources Business Partner II
Recent News
2024-04-07
2023-10-05
Company data provided by crunchbase
