Sales Customer Associate
Beacon National Agency
Remote Concord, California, United States
About the Company
Beacon National Agency is a leader in financial services, recognized in the Inc. 5000.
Responsibilities
- Connect with clients through virtual meetings
- Analyze financial aspirations
- Recommend financial strategies
- Deliver presentations via video or phone
- Guide clients through enrollment process
Required Skills
- Inside Sales experience
- Ability to connect with clients
- Understanding of financial products like life insurance and annuities
Preferred Skills
- Experience with virtual meetings
- Presentation skills
Benefits & Perks
- Uncapped commission structure
- Flexible work schedule
- Vetted leads provided
- Comprehensive training and mentorship
- Access to life insurance and healthcare
- Incentive trips for top performers