Associate Account Executive

Associate Account Executives will utilize independent discretion and judgment to analyze and assess information related to customer assets, income, and 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

Display excellent communication and presentation skills with a 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

Bachelor’s degree highly preferred

1-5 years of experience in a professional setting, preferably with evidence of prior success in sales

Cold calling experience is highly preferred, in addition to other sales activity

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.

Travel requirement: Within the first 6 months of employment, all employees will travel to attend the BHG All Oars Experience. Following this event, ongoing travel is minimal—approximately 5% annually—for team on-sites, meetings, and cross-functional collaboration.