Sr Bank Sales Associate

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:

We are seeking a motivated and detail-oriented Associate/Assistant to support the Senior Vice President (SVP) of Institutional Relationships. The ideal candidate will be proficient in Excel and data analysis, have a background in sales, and possess exceptional organizational and communication skills. This role involves direct sales activities, including cold calling/client interaction, as well as managing the SVP’s email and calendar. A team player with a strong work ethic and the ability to thrive in a fast-paced environment is essential.

• Provide administrative and operational support to the SVP of Institutional Relationships.
• Perform detailed data analysis and reporting using Excel and other tools.
• Assist in managing and organizing the SVP’s email inbox and calendar, ensuring efficient scheduling for travel.
• Handle inbound and outbound sales activities, including cold calls to potential clients.
• Collaborate with the SVP to maintain and grow client relationships.
• Prepare presentations, reports, and sales materials.
• Track and analyze data related to sales performance, client engagement, and market trends.
• Assist in organizing internal and external meetings, events, and association conferences.
• Conduct research on potential prospects and market opportunities.
• Coordinate follow-up activities, including client communications and next steps from meetings.
• Maintain confidentiality and professionalism in all aspects of the role.

• Bachelor’s degree or equivalent experience in business, finance, or a related field.
• Proficient in Microsoft Excel with strong data analysis skills.
• Previous experience in sales or a client-facing role, including cold calling.
• Highly organized with the ability to manage multiple tasks and deadlines.
• Strong verbal and written communication skills.
• Ability to work independently as well as part of a collaborative team.
• Experience with CRM systems (Salesforce)
• Positive attitude, strong work ethic, and a willingness to take on new challenges.

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.