Online Sales Account Representative
Beacon National Agency
Remote San Jose, California, United States
About the Company
Beacon National Agency is a provider of financial solutions, operating in the financial services sector with a growing team.
Responsibilities
- Engage with pre-qualified leads
- Understand clients' financial goals and concerns
- Present financial solutions to clients
- Guide clients through the sales process
Required Skills
- Exceptional communication skills
- Ability to build rapport over the phone and video calls
- Self-starter
- Understanding of financial products such as Life Insurance, Indexed Universal Life (IUL), and Annuities
Preferred Skills
- Experience with remote work
- Experience in sales
Benefits & Perks
- Flexibility to design a work-from-home schedule
- Uncapped earning potential through commission
- Comprehensive training and support
- Collaborative remote team environment