Account Executive

This is a fully remote position, open to applicants in United States.

📋 Description

• Evaluate and analyze information regarding customer assets, income, and liabilities.

• Determine which financial and loan products are most suitable for customers' needs and financial situations.

• Counsel customers on the pros and cons of various financial products.

• Promote and market the company’s products and services to both existing and prospective clients.

• Engage in high-level cold-calling to qualify and secure new accounts.

• Exhibit exceptional communication and presentation abilities, complemented by a superior customer service mindset.

• Record activities using the Customer Relationship Management (CRM) system.

• Follow up on new leads and referrals generated through phone and field activities.

• Build and nurture relationships with current and prospective clients.

⛳️ Requirements

• Bachelor’s degree is highly preferred.

• 1-5 years of professional experience, ideally demonstrating a history of success in sales.

• Cold calling experience is strongly preferred, along with other sales-related activities.

• Proven ability to demonstrate intellect, ambition, executive presence, and sales expertise.

• A competitive spirit and a goal-oriented mindset.

• Motivated professional with a passion for delivering innovative solutions to current and prospective customers.

• Outstanding communication and presentation skills.

• Experience in closely collaborating with customers to identify their needs.

• Self-motivated and driven; thrives in a dynamic environment.

• Capability to market and promote the company’s products and services.

• Willingness to travel for the BHG All Oars Experience within the first six months of employment.

🏝️ Benefits

• Medical, Rx, Dental, and Vision coverage for employees and their eligible family members.

• Competitive paid time off (PTO) and vacation policies.

• One Friday off each month for Wellness Weekends.

• Company 401(k) plan with employer contributions after one year of service.

• Opportunities for company-sponsored training and certification.

• Quarterly award ceremonies recognizing top performers with additional bonuses.

• Ongoing volunteer opportunities to support the community through the BHG Cares program.

• Minimal travel requirements, approximately 5% annually, for team events, meetings, and cross-functional collaboration.