Associate Account Executive

Responsibilities Analyze and assess customer assets, income, and debts to recommend suitable financial and loan products Market and promote company products and services to current and potential clients Perform high-level cold-calling to qualify and close new accounts Document all sales activity using the company CRM Follow up on new leads and referrals from phone and field activity Establish and maintain long‑term client relationships Requirements Bachelor's degree highly preferred 1-5 years of experience in a professional setting Proven sales acumen and executive presence Strong communication and presentation skills Competitive nature and goal‑oriented mindset Ability to travel for initial training and minimal annual team meetings Benefits Medical, Rx, Dental, and Vision coverage Competitive PTO and vacation policies One Friday off each month for Wellness Weekends 401(k) plan with employer contributions after one year Company‑sponsored training and certification Quarterly award ceremonies and bonuses About the Company BHG Financial is a leader in the financial services space, providing innovative financial solutions to accomplished professionals, small businesses, and institutions. Founded on the philosophy of a better way to borrow, the company focuses on data, analytics, and personalized concierge service to help clients build upon their success. #J-18808-Ljbffr