[Remote] Associate Account Executive - Loan Sales

Note The job is a remote job and is open to candidates in USA. BHG Financial is a leader in the financial services space, dedicated to providing innovative solutions to accomplished professionals and small businesses. The Associate Account Executive role involves analyzing customer financial situations, promoting products, and maintaining client relationships. Responsibilities Associate Account Executives will utilize independent discretion and judgment to analyze and assess information related to customer assets, income, debts and decide which financial and loan products best meet the customer’s needs and financial circumstances, and advise customers accordingly regarding the advantages and disadvantages of different financial products Market and promote company products and services to current and potential clients Our best sales professionals show strong prospecting skills, including the ability to engage in high-level cold-calling to qualify and close new accounts Sales Executives will display excellent communication and presentations skills with top-notch customer service approach Document activity using our CRM Follow up on new leads and referrals resulting from phone and field activity Establish and maintain current client and potential client relationships Skills Proven demonstration of intellect, drive, executive presence, and sales acumen Competitive nature. You're driven to be the best. You challenge yourself by setting goals, crushing them, and helping your teammates do the same Bachelor's degree highly preferred 1-5 years of experience in a professional setting, preferably with evidence of prior success in sales - not ultimately needed 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 BHG Financial delivers forward-thinking financial solutions, custom-tailored for individuals, small businesses, and institutions. It was founded in 2001, and is headquartered in Fort Lauderdale, Florida, USA, with a workforce of 1001-5000 employees. Its website is https//bhgfinancial.com.

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...