Client Onboarding & Growth Associate

Beacon National Agency • Sandy, UT

1d • Remote

About The Position

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

Requirements

• 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

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

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed