Client Onboarding & Growth Associate at Beacon National Agency | Torre
Client Onboarding & Growth Associate
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Beacon National Agency

Client Onboarding & Growth Associate

Beacon National Agency
Emma
Emma
You'll empower clients to secure their financial future through tailored protection strategies and expert guidance.
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Emma of Torre.ai
 about 2 months ago

Requirements and responsibilities

Beacon National Agency is seeking a motivated Client Onboarding & Growth Associate to help guide individuals and families toward financial protection and long-term security. In this role, you will support new client onboarding, build meaningful relationships, and help identify growth opportunities through personalized financial protection solutions.This position blends the flexibility of remote work with the structure, mentorship, and systems of a growing national financial services organization. You will work directly with interested prospects, provide education on financial protection strategies, and ensure a smooth, supportive onboarding experience for every client.Opportunity HighlightsFlexible remote work environment that supports work-life balanceQualified inbound prospects, focus on meaningful conversations, not cold outreachFast commission processing to support consistent income flowAccess to professional tools and systems provided by the organizationStructured mentorship and leadership support for professional developmentKey ResponsibilitiesServe as the first point of contact for individuals seeking financial protection solutionsGuide new clients through a smooth and supportive onboarding experienceConduct virtual discovery meetings to understand client needs and financial goalsPresent tailored protection strategies including IUL policies, annuities, and life insuranceMaintain consistent communication and follow-up to support client growth and satisfactionContribute to personal and team growth targets through disciplined activity and relationship buildingIdeal Candidate ProfileClient-focused mindset with strong integrity and professionalismSelf-motivated with clear personal and career goalsGrowth-oriented and open to coaching and continuous improvementStrong communication skills with confidence in virtual meetings and presentationsComfortable building relationships and guiding clients through important financial decisionsOpportunity StructureThis is a 1099 commission-based opportunity designed for entrepreneurial professionals who want to build a scalable career in financial services. As a Client Onboarding & Growth Associate, you will specialize in helping clients implement financial protection strategies such as Indexed Universal Life (IUL) policies, annuities, and life insurance.At Beacon National Agency, you'll have the opportunity to make a meaningful impact on clients’ financial futures while building your own path toward professional growth and unlimited earning potential.
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