Online Sales Account Representative
About the Company
Beacon National Agency is focused on providing financial solutions and services.
Responsibilities
- Connect with individuals and families seeking financial solutions
- Listen to clients to understand their financial goals and concerns
- Explain and present financial products via phone and Zoom
- Guide clients through the sales process
Required Skills
- Ability to engage with pre-qualified leads
- Strong listening skills to understand client needs
- Experience presenting financial products
- Client relationship management skills
Preferred Skills
- Experience with Life Insurance
- Familiarity with Indexed Universal Life (IUL)
- Knowledge of Annuities
Benefits & Perks
- Work-from-home flexibility
- Uncapped earning potential
- Comprehensive training
- Modern tools and dedicated mentorship
- Supportive and connected team environment