Note: The job is a remote job and is open to candidates in USA. BHG Financial is a leader in the financial services space, focused on providing innovative financial solutions to high-earning professionals and institutions. The Associate Account Executive in Bank Sales will build relationships with financial institutions, drive new business development, and manage a sales territory to maximize revenue opportunities.
Responsibilities
- 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
Skills
- 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
- Bachelor's degree preferred
- Experience in new business sales, business development, or financial services is highly preferred
Benefits
- 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
Company Overview