Job Description
The Associate Account Executive role involves:
- Analyzing customer financial information, including assets, income, and debts.
- Advising customers regarding the advantages and disadvantages of different financial products.
- Understanding customer's needs and financial circumstances.
The responsibilities include:
- Marketing and promoting company products and services to current and potential clients.
- Engaging in high-level cold-calling to qualify and close new accounts.
- Documenting activity using CRM.
The requirements include:
- A bachelor’s degree is highly preferred.
- Sales acumen and drive.
- Being competitive and goal-oriented.
About BHG Financial
BHG Financial is dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions.