Sales Customer Associate

Beacon National Agency
Remote Provo, Utah, United States

About the Company

Beacon National Agency is a leader in financial services.

Responsibilities

  • Forge relationships with clients
  • Analyze financial aspirations
  • Recommend strategies
  • Deliver presentations
  • Guide clients through the enrollment process

Required Skills

  • Self-starter
  • Ability to connect with clients
  • Experience in virtual meetings

Preferred Skills

  • Knowledge of Life Insurance
  • Experience with Annuities
  • Familiarity with IUL

Benefits & Perks

  • Uncapped commission structure
  • Flexible work schedule
  • Curated leads provided
  • Comprehensive wellness access
  • Exclusive incentives and trips