Associate Account Executive, Bank Sales

BHG Financial is a leader in the financial services space, dedicated to helping accomplished professionals and businesses with innovative financial solutions. The Associate Account Executive will build and manage relationships with financial institutions, drive new business development, and represent the company at various industry events.

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

Requirements:

• 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