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.

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.

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.

About the Company American Income Life is an international insurance organization dedicated to supporting working families across the United States, Canada, and New Zealand. In New York, services are provided through its wholly owned subsidiary, National Income Life Insurance Company. Since 1951, the company has focused on delivering life insurance, accident coverage, and supplemental health benefits designed to help protect union members, credit union members, association groups, and their families. Representatives build lasting relationships with the individuals they serve, providing guidance and support in a way that is convenient and comfortable for each client. Key Responsibilities - Provide benefit enrollment information and confirm eligibility for participating members - Assist clients by handling incoming customer service calls and requests - Manage and route inbound phone inquiries efficiently - Return calls and follow up with members who request information or assistance - Respond to client questions regarding available coverage options while prioritizing their needs - Prepare and present personalized benefit solutions using the company’s needs analysis system - Collaborate with leadership and training teams to stay informed about new products, services, and company updates What We Offer - Comprehensive training and onboarding program - Fully remote position (work from home) - Competitive pay structure - Weekly pay with performance bonuses - Opportunities for advancement and long-term career growth - Full benefits package available after three months - A culture that supports a strong work-life balance