Sales Customer Associate
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