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    Associate Account Executive - Loan Sales

    BHG Financial

    🇺🇸 United States
    Remote
    Financial
    Hybrid
    See your match score
    Posted 1 week ago
    Work Type

    Remote

    Vertical

    Financial

    Source

    himalayas

    About this role

    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 AreYou 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 wh

    Selling Motion

    Buyer Persona

    C-Suite

    Selling to executive decision-makers

    Requirements at a Glance

    Bachelor's Degree·Required

    Typical Day — Account Executive

    Demos4–6/week
    Client meetings3–5/week
    Proposals2–3/week
    Pipeline review1–2×/week

    Estimates based on role type and selling motion — actual may vary by company.

    Financial Services — Interview Intel

    Typical Sales Cycle

    3–6 months (Retail) · 6–18 months (Institutional)

    Common Buyer Objections

    • "Regulatory concerns — need compliance approval"
    • "We already have a vendor for this"
    • "Need to see 3-year track record"
    • "Committee-based decision — multiple approvers"

    Key Industry Metrics

    AUM (Assets Under Management)Risk-Adjusted ReturnsCompliance Pass RateClient Retention RateRevenue Per Advisor

    Hot Topics to Reference

    • • AI in fraud detection and compliance
    • • Open banking APIs
    • • ESG investing mandate shifts
    • • Embedded finance partnerships

    Use these insights to speak the buyer's language in interviews.

    Tags

    Sales
    Account-Executive
    Loan-Sales
    Financial-Services
    Inside-Sales
    —

    Walk me through your discovery process.

    Template question
    —

    How do you handle a prospect who goes silent mid-deal?

    Template question
    —

    Tell me about your largest closed deal and the sales cycle.

    Template question
    —

    How do you build business cases for stakeholders?

    Template question
    —

    Describe a deal you lost and what you learned.

    Template question
    Research BHG Financial's product, recent news, and key competitors
    Review relevant certifications and licensing requirements
    Prepare to discuss your home office setup and self-management discipline
    Review the job description and map your experience to each requirement
    Role Insights

    As an Account Executive with BHG Financial, you'll own the entire revenue pipeline and be measured on quota attainment.

    Trust-building is paramount — prospects need confidence in your expertise.

    This remote-friendly role provides geographic flexibility while maintaining access to a financial services market.

    Are you a closer?

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