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Associate Account Executive

市场运营职能支持限定地区(需当地身份)与中国几乎无重叠,需长期倒时差
公司BHG Financial
薪资未公开
工作地点United States
地域资格限定地区(需当地身份)
时区要求与中国几乎无重叠,需长期倒时差
用工类型permanent
发布时间今天
数据来源4dayweek.io
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注意地域限制:该职位明确限定在 United States 招聘。如果你是位于中国大陆的求职者,通常需要当地工作身份才能投递,或需与雇主确认是否接受独立合同(Contractor)形式合作。
作息提示:与中国几乎无重叠,需长期倒时差。

你是一个有动力的专业人士,热衷于为现有和潜在客户提供创新解决方案。你在沟通和展示方面表现出色,并有与客户紧密合作以评估需求的经验。你自我驱动、有抱负,在快节奏的环境中茁壮成长,能够向现有和潜在客户推广公司产品和服务。

你要做的
助理客户经理将独立运用判断力,分析与客户资产、收入和债务相关的信息,确定哪些金融和贷款产品最符合客户的需求和财务状况,并根据不同金融产品的优缺点向客户提供建议。

查看英文原文

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 asses 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.

What You'll Do
Associate Account Executives will utilize independent discretion and judgment to analyze and assess information related to customer assets, income, and 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
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

What You'll Need
Bachelor’s degree highly preferred
1-5 years of experience in a professional setting, preferably with evidence of prior success in sales 
Cold calling experience is highly preferred, in addition to other sales activity 
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.
Travel requirement: Within the first 6 months of employment, all employees will travel to attend the BHG All Oars Experience. Following this event, ongoing travel is minimal—approximately 5% annually—for team on-sites, meetings, and cross-functional collaboration.

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.

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