[Remote] Associate Account Executive - Loan Sales

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.ResponsibilitiesAssociate 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 productsMarket and promote company products and services to current and potential clientsOur best sales professionals show strong prospecting skills, including the ability to engage in high-level cold-calling to qualify and close new accountsSales Executives will display excellent communication and presentations skills with top-notch customer service approachDocument activity using our CRMFollow up on new leads and referrals resulting from phone and field activityEstablish and maintain current client and potential client relationshipsSkillsProven demonstration of intellect, drive, executive presence, and sales acumenCompetitive nature. You're driven to be the best. You challenge yourself by setting goals, crushing them, and helping your teammates do the sameBachelor's degree highly preferred1-5 years of experience in a professional setting, preferably with evidence of prior success in sales - not ultimately neededBenefitsMedical/Rx/Dental/Vision coverage for employees and their eligible family membersCompetitive PTO and vacation policies1 Friday off each month for Wellness WeekendsCompany 401(k) plan with employer contributions after one yearCompany-sponsored training and certification opportunitiesQuarterly award ceremonies where top achievers are celebrated and receive additional bonusesOngoing volunteer opportunities to give back to the community through our BHG Cares programCompany OverviewBHG 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.