Sales Customer Associate
Beacon National Agency
Remote Honolulu, Hawaii, United States
About the Company
Beacon National Agency, a leader in financial services, recognized on the Inc. 5000 list, specializes in helping clients build their financial legacy.
Responsibilities
- Cultivating client success
- Connecting with clients through virtual meetings
- Assessing and advising clients on financial strategies
- Delivering dynamic presentations
- Guiding clients through the process from conversation to enrollment
Required Skills
- Inside Sales experience
- Ability to analyze financial aspirations
- Experience with Life Insurance, Annuities, and IUL products
- Skills in delivering presentations via video or phone
Benefits & Perks
- Uncapped commission structure
- Flexible work schedule
- Provided curated leads
- Comprehensive training and mentorship
- Wellness access including life insurance
- Incentives for top performers