Associate Account Executive (Remote)

Remote

Loan Sales & Services – Sales Academy /Contract to Hire /Remote

Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you. 

In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly on serving those in the medical industry. With healthcare in our heritage, we soon expanded to serve high-earning professionals in many other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.

Today, BHG Financial has firmly established its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.

Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.  

From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.   

Who You Are

You are a motivated professional who is passionate about providing innovative solutions to current and potential customers. You excel at communication and presentation and have experience working closely with customers to asses needs. You are self-driven, ambitious and thrive in a fast-paced environment where you can market and promote company products and services to current and potential customers.

What You'll Do:

• 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

What You'll Need

• 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
• 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.

Life at BHG Financial

At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.

Why You Should Join BHG Financial

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG Financial include:

•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

If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!

BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.

#LI-Remote

About BHG Financial

BHG Financial, founded in 2001 with a mission to bring a personalized approach to commercial lending, has become a leader in providing tailored financial solutions for professionals, small businesses, and institutions. The company’s commitment to understanding the unique financial goals of each customer has driven its success, offering fast funding through the use of advanced data, analytics, and proprietary models. With a focus on delivering innovative solutions and exceptional customer service, BHG Financial continues to help clients achieve their financial aspirations in a seamless and efficient way.

Company Locations

BHG Financial supports small business owner Brandon John

The ultimate payoff is when we see our customers’ businesses thrive. That means investing time to understand their needs, concerns, and questions to give them the best financing options that fit their situations. See how we helped Brandon John, co-founder of Kontent Labs, purchase the equipment he needed to grow his nutritional supplement manufacturing company.

BHG Financial FAQs

Does BHG Financial offer remote work options?

Yes! BHG Financial embraces flexibility by offering remote work opportunities for many positions, allowing employees to work from wherever they feel most productive.

How does BHG Financial support work-life balance for its employees?

BHG Financial prioritizes work-life balance with flexible schedules, ensuring that employees can manage both their personal and professional responsibilities effectively.

What kind of flexibility does BHG Financial offer with working hours?

BHG Financial provides flexible working hours, giving employees the autonomy to structure their days in a way that suits their needs while delivering on company goals.

How does BHG Financial keep remote teams connected?

BHG Financial fosters a connected remote work environment through regular team check-ins, virtual meetings, and collaborative tools that keep everyone engaged and in sync.

What wellness initiatives does BHG Financial offer for employees?

BHG Financial supports employee wellness through flexible work arrangements and wellness resources that promote both mental and physical health, because we know that a healthy team is a successful team!