Job summary
Job post source
This job is directly from BHG Financial
Job overview
The Associate Account Executive at BHG Financial plays a crucial role in providing innovative financial solutions and building relationships with clients to drive business success.
Responsibilities and impact
Daily responsibilities include analyzing customer financial situations, marketing company products, engaging in cold-calling, maintaining client relationships, and documenting activities in the CRM.
Compensation and benefits
Benefits include medical, dental, and vision coverage, competitive PTO, 401(k) plan with employer contributions, and company-sponsored training opportunities.
Experience and skills
A bachelor's degree is preferred along with 1-5 years of sales experience, demonstrating intellect, drive, and competitive nature.
Career development
BHG Financial offers opportunities for personal and professional development, with a focus on employee growth and goal achievement.
Work environment and culture
The company values a positive mental attitude, teamwork, and loyalty, promoting a healthy work/life balance and employee involvement in decision-making.
Company information
Founded in 2001, BHG Financial specializes in providing financial solutions to high-earning professionals and businesses, with a strong commitment to customer success and innovative lending practices.
Team overview
The team environment is supportive and collaborative, with a focus on achieving goals and celebrating top performers.
Unique job features
Unique aspects include a culture certified as a Great Place to Work, wellness weekends, and quarterly award ceremonies for top achievers.
Company overview
BHG Financial is a prominent financial services company that specializes in providing innovative lending solutions and financial products to professionals and businesses. They generate revenue primarily through offering business loans, personal loans, and credit card services, catering to a wide range of clients including healthcare professionals and small business owners. Founded in 2001, BHG Financial has established itself as a leader in the financial technology sector, leveraging advanced analytics and technology to streamline the lending process. The company is known for its strong commitment to customer service and has a history of rapid growth and expansion in the financial services industry.
How to land this job
Position your resume to highlight your communication and presentation skills, as well as your ability to assess customer needs and provide tailored financial solutions, which are key for the Associate Account Executive role at BHG Financial.
Emphasize any experience you have in sales, particularly in prospecting and cold-calling, as these skills are crucial for engaging potential clients and closing new accounts.
Apply through multiple channels, including BHG Financial's corporate site and LinkedIn, to maximize your exposure and chances of landing an interview for this position.
Connect with individuals in the sales division at BHG Financial on LinkedIn to gain insights into the company culture and expectations, using ice breakers like asking about their favorite part of working at BHG or inquiring about their experience with the company's products.
Optimize your resume for ATS systems by incorporating relevant keywords from the job description, such as 'sales acumen,' 'customer relationships,' and 'financial products,' to ensure your application gets noticed during initial screenings.
Utilize Jennie Johnson's Power Apply feature to streamline your application process, allowing you to focus more on preparing for interviews and networking rather than getting bogged down in the application details.
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