Account Executive

🕒 August 31

🇺🇸 United States – Remote

⏳ Contract/Temporary

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

🚫👨‍🎓 No degree required

👻 Ghost score 12%

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Logo of BHG Financial

BHG Financial

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

• Analyze and assess information related to customer assets, income, and debts • Decide which financial and loan products best meet customers’ needs and financial circumstances • Advise customers regarding the advantages and disadvantages of different financial products • Market and promote company products and services to current and potential clients • Prospect through 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 the CRM • Follow up on new leads and referrals from phone and field activity • Establish and maintain current and potential client relationships

🎯 Requirements

• 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 and goal-oriented approach • Motivated professional passionate about providing innovative solutions to current and potential customers • Excellent communication and presentation skills • Experience working closely with customers to assess needs • Self-driven and ambitious; thrives in a fast-paced environment • Ability to market and promote company products and services • Travel to attend the BHG All Oars Experience within the first 6 months of employment

🏖️ 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 the BHG Cares program • Minimal ongoing travel, approximately 5% annually, for team on-sites, meetings, and cross-functional collaboration

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