Sales Development Representative

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 Are

You are organized, polished, and motivated, with a strong ability to manage details while keeping client relationships front and center. You bring professionalism to every interaction, whether engaging with prospects, supporting client relationships, or coordinating sales activities. Thriving in a fast-paced, high-performance environment, you anticipate needs, stay proactive, and ensure seamless execution of placements. With excellent communication skills and a collaborative mindset, you’re ready to serve as a trusted support partner to a Bank Rep while contributing to client engagement, operational excellence, and sales success.

• Assist in managing and nurturing relationships with bank clients and prospects.
• Keep bank client engaged, satisfied and add additional value in form of upsells/new sales
• Prospect, cold call and set meetings for Bank Rep
• Coordinate meetings, prepare presentation materials, and track follow-ups for timely responses.
• Maintain CRM records and ensure data accuracy across sales pipelines.
• Support the Bank Rep with daily operations, reporting, and client communications.
• Represent BHG Financial with professionalism and polish in all interactions.

• Strong interpersonal and communication skills.
• Prior experience prospecting, cold calling and successfully setting meeting
• Proven track record of hitting and exceeding sale targets
• Highly organized with attention to detail and time management.
• Professional presence and ability to engage with senior-level clients.
• Self-starter with a proactive mindset and team-oriented attitude.
• Comfortable using Microsoft Office tools like Excel, Outlook, and Word.
• Bachelor's degree preferred but not required.
• MUST be in the greater Syracuse, NY area!

Life at BHG Financial

At 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 Financial

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work® certified. Some of the benefits you can expect when you join BHG Financial include:

•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

If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!

BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.