Associate Account Executive, Bank Sales

What You'll Do

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

What You'll Need

Bachelor's degree preferred

Experience in new business sales, business development, or financial services is highly preferred

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