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Client Onboarding & Growth Associate

Beacon National Agency

Sandy, UT

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Annuities, Coaching, Communication Skills, Continuous Improvement, Customer Experience, Customer Relations, Customer Satisfaction, Customer Support/Service, Entrepreneurship, Financial Services, Financial Strategy, Futures, Leadership, Life Insurance, Mentoring, Needs Assessment, Onboarding, Scalable System Development, Training/Teaching, Work From Home
LOCATION
Sandy, UT
POSTED
30+ days ago
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.

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About the Company

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Beacon National Agency

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