Associate Account Executive, Bank Sales at CCMR3 in Remote

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.

Who You Are

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.

Travel Requirements

• Travel is required every other week within the assigned territory to build and develop new client relationships
• Attendance at association conferences, industry events, and client meetings, including events that may occur on weekends and holidays
• Within the first 6 months of employment, all employees will travel to attend the BHG All Oars Experience

What You'll Do

• 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

What You'll Need

• 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

Life at BHG Financial

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 new opportunities for personal and professional development.

Why You Should Join BHG Financial

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG Financial include:

•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

If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!

BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.