Client Onboarding & Growth Associate at Beacon National Agency

Milpitas, California, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Jun, 26

Salary

0.0

Posted On

15 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Relationship Building, Financial Protection, Virtual Meetings, Needs Assessment, Presentation Skills, Sales Strategy, Client Growth, Communication, Professionalism, Self-Motivation, Coaching, IUL Policies, Annuities, Life Insurance

Industry

Description

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 Highlights Flexible remote work environment that supports work-life balance Qualified inbound prospects, focus on meaningful conversations, not cold outreach Fast commission processing to support consistent income flow Access to professional tools and systems provided by the organization Structured mentorship and leadership support for professional development Key Responsibilities Serve as the first point of contact for individuals seeking financial protection solutions Guide new clients through a smooth and supportive onboarding experience Conduct virtual discovery meetings to understand client needs and financial goals Present tailored protection strategies including IUL policies, annuities, and life insurance Maintain consistent communication and follow-up to support client growth and satisfaction Contribute to personal and team growth targets through disciplined activity and relationship building Ideal Candidate Profile Client-focused mindset with strong integrity and professionalism Self-motivated with clear personal and career goals Growth-oriented and open to coaching and continuous improvement Strong communication skills with confidence in virtual meetings and presentations Comfortable building relationships and guiding clients through important financial decisions Opportunity Structure This 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.

Responsibilities

The associate will serve as the first point of contact, guiding new clients through a supportive onboarding experience by conducting virtual discovery meetings to understand their needs. They will present tailored protection strategies, including IUL policies, annuities, and life insurance, while maintaining follow-up to support client growth.