• Monitor, analyze, and report on sales performance metrics and key performance indicators (KPIs). • Develop and maintain dashboards, reports, and analytics to support data-driven decision making. • Identify trends in pipeline performance, conversion rates, and revenue attainment. • Provide weekly and monthly performance insights to Sales Leadership. • Translate sales data into actionable recommendations to improve results. • Coordinate sales forecasting processes and maintain forecast accuracy. • Support sales planning, territory planning, and quota development. • Analyze historical sales performance and market trends to support strategic planning. • Monitor competitive landscape and market signals impacting sales performance. • Responsible for the administration and optimization of CRM systems (e.g., Salesforce) and sales technology tools. • Ensure data integrity, consistent reporting structures, and accurate pipeline management. • Implement system enhancements and support new tool adoption. • Provide training and enablement to ensure effective system utilization across the sales team. • Evaluate and improve sales workflows, policies, and operational processes. • Identify inefficiencies in the sales cycle and recommend improvements. • Standardize sales reporting, operational procedures, and performance tracking. • Partner with leadership to align systems, tools, and processes with business goals. • Reconcile revenue sources, leads, and pipeline reporting. • Monitor sales-related expenses and operational metrics. • Generate and distribute reports for executive leadership and the sales organization. • Ensure reporting accuracy across CRM and other sales platforms. • Partner with Sales, Marketing, Finance, and Revenue Enablement to support revenue growth. • Support special initiatives and operational projects as requested by leadership. • Manage operational documentation and reporting requests. • Assist with sales meetings, operational reviews, and team communications as needed. • Other responsibilities as needed or assigned.

Set a new course for your career from the comfort of your home. Beacon National Agency is searching for a dynamic Sales Coordinator to join our growing team. This isn’t just a job, it’s an opportunity to build a fulfilling career by guiding clients toward financial security, all while enjoying the ultimate freedom of working from home. If you’re a self-starter who thrives on building genuine connections, we invite you to apply. What You'll Do As a key member of our remote team, you will act as a trusted advisor to clients. Your responsibilities will include: - Engaging Pre-Qualified Leads: Connect with individuals and families who are actively seeking financial solutions, all without the need for cold calling. - Understanding Needs: Listen to clients to truly grasp their financial goals and concerns. - Presenting Solutions: Explain and present our suite of financial products, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through phone and Zoom. - Managing Client Relationships: Guide clients smoothly through the sales process, ensuring a positive experience from start to finish. Why You’ll Succeed With Us - Flexibility: Design a work-from-home schedule that fits your life and needs. - Uncapped Earning Potential: Your dedication directly impacts your income with our attractive commission-based structure.Robust Support: We provide comprehensive training, modern tools, and dedicated mentorship to help you thrive. - Collaborative Environment: Even though you’ll be working remotely, you’ll be part of a supportive and connected team. Who We're Looking For: - Exceptional communicators, skilled at building rapport over the phone and video calls. - Highly motivated and disciplined, capable of managing their own time and workload. - Passionate about helping others and committed to providing excellent service. Important: This is an independent contractor (1099) position. All compensation is commission-based.

Set a new course for your career from the comfort of your home. Beacon National Agency is searching for a dynamic Sales Coordinator to join our growing team. This isn’t just a job, it’s an opportunity to build a fulfilling career by guiding clients toward financial security, all while enjoying the ultimate freedom of working from home. If you’re a self-starter who thrives on building genuine connections, we invite you to apply. What You'll Do As a key member of our remote team, you will act as a trusted advisor to clients. Your responsibilities will include: - Engaging Pre-Qualified Leads: Connect with individuals and families who are actively seeking financial solutions, all without the need for cold calling. - Understanding Needs: Listen to clients to truly grasp their financial goals and concerns. - Presenting Solutions: Explain and present our suite of financial products, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through phone and Zoom. - Managing Client Relationships: Guide clients smoothly through the sales process, ensuring a positive experience from start to finish. Why You’ll Succeed With Us - Flexibility: Design a work-from-home schedule that fits your life and needs. - Uncapped Earning Potential: Your dedication directly impacts your income with our attractive commission-based structure.Robust Support: We provide comprehensive training, modern tools, and dedicated mentorship to help you thrive. - Collaborative Environment: Even though you’ll be working remotely, you’ll be part of a supportive and connected team. Who We're Looking For: - Exceptional communicators, skilled at building rapport over the phone and video calls. - Highly motivated and disciplined, capable of managing their own time and workload. - Passionate about helping others and committed to providing excellent service. Important: This is an independent contractor (1099) position. All compensation is commission-based.

Set a new course for your career from the comfort of your home. Beacon National Agency is searching for a dynamic Sales Coordinator to join our growing team. This isn’t just a job, it’s an opportunity to build a fulfilling career by guiding clients toward financial security, all while enjoying the ultimate freedom of working from home. If you’re a self-starter who thrives on building genuine connections, we invite you to apply. What You'll Do As a key member of our remote team, you will act as a trusted advisor to clients. Your responsibilities will include: - Engaging Pre-Qualified Leads: Connect with individuals and families who are actively seeking financial solutions, all without the need for cold calling. - Understanding Needs: Listen to clients to truly grasp their financial goals and concerns. - Presenting Solutions: Explain and present our suite of financial products, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through phone and Zoom. - Managing Client Relationships: Guide clients smoothly through the sales process, ensuring a positive experience from start to finish. Why You’ll Succeed With Us - Flexibility: Design a work-from-home schedule that fits your life and needs. - Uncapped Earning Potential: Your dedication directly impacts your income with our attractive commission-based structure.Robust Support: We provide comprehensive training, modern tools, and dedicated mentorship to help you thrive. - Collaborative Environment: Even though you’ll be working remotely, you’ll be part of a supportive and connected team. Who We're Looking For: - Exceptional communicators, skilled at building rapport over the phone and video calls. - Highly motivated and disciplined, capable of managing their own time and workload. - Passionate about helping others and committed to providing excellent service. Important: This is an independent contractor (1099) position. All compensation is commission-based.