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Associate Account Executive, Credit Card

BHG Financial
UKRemotefull_timeVerifiedPosted 15 Jul 2025

About the 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 sales professional who is passionate about delivering an exceptional client experience. You excel at multi-tasking, pipeline management, active listening, and have experience leveraging technology while maintaining a personal touch. You are a focused, no-quit, A+ player and thrive in a fast-paced environment where you can work with teammates who will match your drive and grit.
The Associate Account Executive position begins as a contract-to-hire role with a 90-day training program designed to get you up to speed in our credit card business line. During this period, you'll gain the knowledge and skills needed to excel in the role. After successfully completing the training, the position transitions to full-time, and your title will change to Account Executive. This role offers a clear path for growth, with the opportunity to advance based on demonstrated skills and performance.

What You'll Do

  • Assist our client base of professionals in activation and usage of our credit card products.
  • Manage the client relationship from card approval throughout the account lifespan. 
  • Ability to properly articulate our card benefits and features
  • Ability to uncover client needs and articulate value propositions in a clear and concise way
  • Answering client questions regarding BHG and credit card terms and conditions 
  • Connect with our cardholders on a daily basis
  • Understanding and promotion of BHG and more specifically credit card programs
  • Maintaining and documentation of client interactions and activities

What You'll Need

  • Love of a fast-paced environment
  • Prior customer service and sales experience
  • Strong ability to take initiative and confidently direct customer interactions
  • Detail and task-oriented  
  • High prioritization and organizational skills
  • Able to meet performance deadlines and expectations, proven ability to set and hit goals
  • Never believe in settling, find ways to overachieve.
  • Knowledge of credit card products 
  • Experience and understanding of credit profiles are a plus 
  • Knowledge of Microsoft Office Suite (Word, Excel, Outlook), Salesforce a plus
  • Strong written and verbal communication skills
Life at BHG FinancialAt BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.
Why You Should Join BHG FinancialWe strive to offer amenities, opportunities, events, and

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Company

BHG Financial

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