Associate Account Executive, Bank Sales

🕒 July 9

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BHG Financial

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2001

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

BHG Financial is a well-established financial services company dedicated to empowering professionals to take control of their finances. With over 20 years of experience, BHG Financial supports various industries that aim to make a positive impact. The company has cultivated a strong team culture and has won numerous awards, serving over 100,000 professionals across more than 30 states. BHG Financial is committed to maintaining its dynamic, growth-oriented culture while supporting nonprofit organizations through partnerships.

📋 Description

• Build a portfolio of financial institution relationships from the ground up within an assigned territory • Drive new business development through proactive prospecting, outreach, and market penetration • Identify, target, and convert new client relationships into active, revenue-producing accounts • Establish and grow long-term partnerships with financial institutions through consistent engagement and value delivery • Lead all aspects of the sales process, including prospecting, relationship development, deal discussions, and execution • Develop deep expertise in BHG products, deal structures, and market positioning • Strategically manage territory to maximize pipeline development, coverage, and revenue opportunity • Partner cross-functionally with internal teams to deliver client outcomes • Represent BHG Financial at industry events, association conferences, and client meetings

🎯 Requirements

• Bachelor's degree preferred • Experience in new business sales, business development, or financial services is highly preferred • Demonstrated ability to build a pipeline and convert new relationships into revenue • Strong track record of revenue generation through prospecting and closing • Ability to manage a territory and prioritize high-value opportunities • Excellent communication, negotiation, and presentation skills • High level of organization and discipline in managing a pipeline and sales activity

🏖️ 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