Associate Account Executive - Loan Sales

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.

You are a motivated professional who is passionate about providing innovative solutions to current and potential customers. You excel at communication and presentation and have experience working closely with customers to assess needs. You are self-driven, ambitious and thrive in a fast‑paced environment where you can market and promote company products and services to current and potential customers.

• Associate Account Executives will utilize independent discretion and judgment to analyze and assess information related to customer assets, income, debts and decide which financial and loan products best meet the customer’s needs and financial circumstances, and advise customers accordingly regarding the advantages and disadvantages of different financial products.
• Market and promote company products and services to current and potential clients.
• Our best sales professionals show strong prospecting skills, including the ability to engage in high‑level cold‑calling to qualify and close new accounts.
• Sales Executives will display excellent communication and presentation skills with a top‑notch customer service approach.
• Document activity using our CRM.
• Follow up on new leads and referrals resulting from phone and field activity.
• Establish and maintain current client and potential client relationships.

• Bachelor’s degree highly preferred.
• 1‑5 years of experience in a professional setting, preferably with evidence of prior success in sales – not ultimately needed.
• Proven demonstration of intellect, drive, executive presence, and sales acumen.
• Competitive nature. You’re driven to be the best. You challenge yourself by setting goals, crushing them, and helping your teammates do the same.

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…