Beacon National Agency is seeking a motivated Client Onboarding & Growth Associate to help guide individuals and families toward financial protection and long-term security. In this role, you will support new client onboarding, build meaningful relationships, and help identify growth opportunities through personalized financial protection solutions.

This position blends the flexibility of remote work with the structure, mentorship, and systems of a growing national financial services organization. You will work directly with interested prospects, provide education on financial protection strategies, and ensure a smooth, supportive onboarding experience for every client.

Opportunity Highlights

Flexible remote work environment that supports work-life balance
Qualified inbound prospects, focus on meaningful conversations, not cold outreach
Fast commission processing to support consistent income flow
Access to professional tools and systems provided by the organization
Structured mentorship and leadership support for professional development

Key Responsibilities

Serve as the first point of contact for individuals seeking financial protection solutions
Guide new clients through a smooth and supportive onboarding experience
Conduct virtual discovery meetings to understand client needs and financial goals
Present tailored protection strategies including IUL policies, annuities, and life insurance
Maintain consistent communication and follow-up to support client growth and satisfaction
Contribute to personal and team growth targets through disciplined activity and relationship building

Ideal Candidate Profile

Client-focused mindset with strong integrity and professionalism
Self-motivated with clear personal and career goals
Growth-oriented and open to coaching and continuous improvement
Strong communication skills with confidence in virtual meetings and presentations
Comfortable building relationships and guiding clients through important financial decisions

Opportunity Structure

This is a 1099 commission-based opportunity designed for entrepreneurial professionals who want to build a scalable career in financial services. As a Client Onboarding & Growth Associate, you will specialize in helping clients implement financial protection strategies such as Indexed Universal Life (IUL) policies, annuities, and life insurance.

At Beacon National Agency, you'll have the opportunity to make a meaningful impact on clients’ financial futures while building your own path toward professional growth and unlimited earning potential.

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