Sales Representative

Job Description

Sales Representative | Beacon National Agency

The Tone:
This is a freelance role at Beacon National Agency, located remotely. Beacon National Agency provides essential financial products such as Life Insurance, IUL, and Annuities, empowering individuals to build and secure their financial future. This role offers a unique opportunity to act as a trusted advisor, guiding clients through complex financial decisions from the comfort of their own home. Sales Representatives directly contribute to securing financial stability and peace of mind for clients by understanding their individual aspirations and concerns. This isn’t just a sales job; it’s a career path that combines true autonomy and unlimited earning potential with the profound satisfaction of truly helping people. You will benefit from a supportive team culture, comprehensive training, and mentorship, engaging only with warm leads provided directly to you, eliminating cold calling.

The TL;DR
• Role: Freelance (1099 commission-only)
• Location: Remote

• Mission: Help pre-qualified clients secure their financial future by identifying needs and recommending tailored financial solutions for products like Life Insurance, IUL, and Annuities, engaging only with warm leads who have proactively requested information.
• Tech Stack: CRM system

What You’ll Actually Do
• Relationship Building: Build sincere relationships with pre-qualified clients.
• Needs Assessment: Learn client financial hopes, goals, and needs through consultative discussions.
• Solution Recommendation: Recommend tailored financial solutions, including Life Insurance, IUL, and Annuity products.
• Client Guidance: Walk clients through every step of the application and approval process.
• Data Management: Organize and update client information in the CRM system.

The Must-Haves
• Background: Individuals who are genuinely passionate about making a difference and care deeply about helping others secure their financial future. This role requires a strong drive to achieve personal success, balanced with a commitment to client well-being.
• Experience: No specific years of experience are required. We are looking for candidates who demonstrate a proactive and self-motivated approach, with a proven ability to thrive in an independent, remote work environment.
• Skills: Excellent communication and interpersonal skills, strong organizational and time management abilities, a proactive and self-motivated work ethic.