Sales Customer Associate
Beacon National Agency
Remote Brooklyn, New York, United States
About the Company
Beacon National Agency is a leader in financial services and has been recognized as an Inc. 5000 award-winning company.
Responsibilities
- Connect and consult with clients through virtual meetings
- Analyze financial aspirations and recommend strategies
- Deliver presentations via video or phone
- Guide clients through the enrollment process
Required Skills
- Inside Sales experience
- Ability to build client relationships
- Financial product knowledge (Life Insurance, Annuities, IUL)
- Presentation skills
Preferred Skills
- Virtual meeting skills
- Experience with personalized consulting
Benefits & Perks
- Uncapped commission structure
- Flexible work schedule
- Vetted leads provided
- Comprehensive digital tools and mentorship
- Access to life insurance and healthcare exchange
- Incentive trips for top performers