This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As an Onboarding Specialist, you will play a critical role in helping high-revenue prospective customers successfully transition onto our platform. You will own the end-to-end onboarding journey for a portfolio of high-value accounts, acting as a trusted advisor throughout the implementation process. You will report to the Director of Revenue Operations and work closely with Sales, RevOps, Product, and Support teams. You can be based remotely anywhere in the continental United States. What You’ll Do - Partner closely with Account Executives to onboard high-revenue prospective and newly closed accounts, ensuring a seamless handoff from Sales to Onboarding. - Own and manage the end-to-end onboarding process, guiding customers through key milestones including: - Data transfer and migration - Payments and financial setup - Website and online booking configuration - Team member onboarding and permissions - Enablement of advanced product features - Serve as the primary point of contact for customers during onboarding, proactively managing timelines, expectations, and risks. - Conduct onboarding calls, working sessions, and product walkthroughs tailored to customer needs and business complexity. - Identify blockers or technical challenges and collaborate with internal teams to resolve issues efficiently. - Ensure customers are fully activated and confident using the platform by the end of the onboarding period. - Maintain accurate documentation and notes in CRM and onboarding tools to track progress and outcomes. - Share customer feedback and onboarding insights with Sales, Product, and Customer Experience teams to continuously improve onboarding processes. Qualifications - 1-2+ years of experience in onboarding, implementation, customer success, sales support, or a related customer-facing role (SaaS experience strongly preferred). - Proven ability to manage multiple onboarding engagements simultaneously while maintaining a high level of quality and customer satisfaction. - Strong collaboration skills with Sales teams, particularly Account Executives, in a fast-paced environment. - Comfort working with technical and operational workflows such as data migration, payments setup, and system configuration. - Excellent communication skills, with the ability to explain complex concepts clearly to both technical and non-technical audiences. - Highly organized, detail-oriented, and proactive in identifying risks and driving projects to completion. - Experience working with CRM and customer tools (e.g., HubSpot, Salesforce, internal onboarding tools). Benefits - Flexible PTO - Competitive health & dental insurance options, with premiums partially or fully covered by GG - In-person opportunities that are designed to help team members foster collaboration and build community (e.g., working out of a co-working space, team dinners, and other team building activities) - Fertility and adoption benefits via Carrot - Generous, fully-paid parental leave policy - 401k benefit - employees are eligible to contribute starting day 1 of employment - Professional Development - employees receive a yearly stipend for approved learning and educational-related expenses - Pre-tax commuter benefits - Dependent Care FSA - Home office support

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.