landing_page-logo
Sign Up
B logo

Client Onboarding & Growth Associate

Beacon National AgencyLouisville, KY
Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.1

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

pay-wall

Overview

Career level
Senior-level
Remote
Remote
Benefits
Life Insurance
Flexible/Unlimited PTO
Career Development

Job Description

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 StructureThis 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.

Powered by JazzHR

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with SonaraApply manually
pay-wall

FAQs About Client Onboarding & Growth Associate Jobs at Beacon National Agency

What is the work location for this position at Beacon National Agency?
This job at Beacon National Agency is located in Louisville, KY, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Beacon National Agency?
Employer has not shared pay details for this role.
What employment applies to this position at Beacon National Agency?
The employer has not provided this information. This may be discussed during the hiring process.
What experience level is required for this role at Beacon National Agency?
Beacon National Agency is looking for a candidate with "Senior-level" experience level.
Does Beacon National Agency allow remote work for this role?
Yes, this position at Beacon National Agency supports remote work, giving candidates the flexibility to work outside the primary office location.
What benefits are offered by Beacon National Agency for this role?
Beacon National Agency offers following benefits: Life Insurance, Flexible/Unlimited PTO, and Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Beacon National Agency?
You can apply for this role at Beacon National Agency either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.