Beacon National Agency

The associate will serve as the first point of contact, guiding new clients through a smooth onboarding experience by conducting virtual discovery meetings to understand their needs. They will present tailored protection strategies, including IUL policies, annuities, and life insurance, while maintaining communication to support client growth.

The associate will connect with prospective clients interested in financial protection strategies, conduct virtual consultations, and introduce solutions like life insurance and annuities. They will also support clients through onboarding, maintain follow-up communication, and work towards personal performance targets.

The associate will serve as the first point of contact, guiding new clients through a supportive onboarding experience by conducting virtual discovery meetings to understand their needs. They must present tailored protection strategies, including IUL policies, annuities, and life insurance, while maintaining follow-up for client satisfaction and growth.

The associate will connect with prospective clients interested in financial protection strategies, conduct virtual consultations to understand their goals, and introduce solutions like life insurance and annuities. They will also support clients through onboarding, maintain follow-up communication, and work towards personal performance targets.

The associate will connect with prospective clients interested in financial protection strategies, conduct virtual consultations, and introduce solutions like life insurance and annuities. They will also support clients through onboarding and maintain follow-up communication to build long-term relationships.

The associate will serve as the first point of contact, guiding new clients through a smooth onboarding experience by conducting virtual discovery meetings to understand their needs. They will present tailored protection strategies, including IUL policies, annuities, and life insurance, while maintaining follow-up for client satisfaction and growth.

The representative will connect with clients nationwide to understand their needs for insurance and financial protection, presenting tailored solutions such as Life Insurance, IULs, and Annuities via virtual meetings. This includes managing the entire sales process through to completion with rapid commission payouts.

The representative will engage prospective clients through virtual consultations to understand their needs and present tailored financial strategies, including Life Insurance, IUL plans, and Annuities. They must guide leads through the application process while consistently achieving sales objectives.

The Sales Coordinator will act as a trusted advisor by engaging pre-qualified leads to understand their financial goals and concerns. Responsibilities include explaining and presenting financial products like Life Insurance, IUL, and Annuities via phone and Zoom, while guiding clients through the sales process.

The representative will engage prospective clients through virtual consultations to understand their financial needs and present tailored solutions, including Indexed Universal Life plans, annuities, and life insurance policies. They must skillfully guide leads through the application process while consistently achieving and surpassing sales objectives.