Remote Financial Services Associate | Leadership Development Training Provided

Remote Financial Services Associate

Beacon Hill Financial Group
Remote | Part-Time or Full-Time | 100% Commission-Based

About the Opportunity

Beacon Hill Financial Group is seeking motivated individuals to join our team as Client Financial Services Associates, helping individuals and families better understand insurance, debt management, leveraging insurance to build wealth/ tax shelter, financial-protection solutions and more.

This opportunity is designed for people who enjoy working with others, solving problems, learning financial concepts, and developing meaningful professional relationships. No previous insurance or financial-services experience is required. We provide structured training, coaching, and ongoing support as you develop the knowledge and skills needed to work with clients.

What You'll Do

• Connect with prospective clients through referrals, networking, social media, community connections, and approved marketing channels
• Learn to identify financial-protection and insurance needs through client conversations
• Help clients better understand life insurance and related financial concepts
• Educate clients on strategies involving protection, debt management, wealth accumulation, and the potential tax advantages of certain insurance products
• Conduct virtual client meetings and maintain consistent follow-up
• Develop and maintain long-term client relationships
• Build and manage your own book of business
• Participate in team training, coaching, and professional-development activities
• Maintain accurate client and activity records

Training & Development

Our training program includes:

• Life insurance fundamentals
• Client discovery and needs analysis
• Insurance products and underwriting fundamentals
• Debt-management and financial-protection concepts
• Wealth-building concepts using insurance strategies
• Tax-advantaged insurance concepts and general tax considerations
• Prospecting, referrals, and relationship development
• Social media and digital networking
• Virtual client communication and follow-up
• Building and managing a book of business
• Leadership and professional development

A Life & Health Insurance License is required for licensed activities. Candidates who are not currently licensed will receive guidance through the licensing process, study materials at a reduced price and live instruction twice weekly via Zoom.

A Team That Feels Like Family

We believe professionals should have both support and autonomy.

Our goal is to build a team that feels like family — a professional community where people encourage one another, share knowledge, celebrate progress, and support you through every step of your development.

At the same time, you will have the flexibility to organize your schedule, work remotely, develop your own client relationships, and build your business with a high degree of independence.

You are supported by a team, but you have the opportunity to grow into your own leadership.

Who We're Looking For

This opportunity may be a good fit for:

• Career changers interested in financial services
• Recent graduates and early-career professionals
• Individuals with sales, customer service, education, healthcare, recruiting, or administrative experience
• Professionals interested in personal finance and helping others
• Individuals who enjoy networking and building relationships
• People who are coachable, professional, consistent, self-motivated, and willing to learn

Career Development

We believe professional development should extend beyond learning how to sell a product.

Our career path provides opportunities to progress from:

Associate → Senior Associate → Senior Manager

We have a fast-track program for growing entry-level folks into leaders, supported by structured coaching, training, mentorship, and leadership development.

Compensation

This is a 100% commission-based independent contractor opportunity, with additional bonuses and incentives based on production and applicable programs.

There is no guaranteed hourly wage or salary. Compensation is tied to client business and production.

Why Beacon Hill Financial Group?

At Beacon Hill Financial Group, we are creating an environment where professionals can develop financial-services knowledge, strengthen their communication and business-development skills, build meaningful client relationships, and work toward leadership while maintaining flexibility and autonomy.

We focus on the whole-person- helping you develop and grow into your full potential.

Apply today to learn more about the Remote Financial Services Associate opportunity.

Pay: $3,000.00 - $10,500.00 per month

Benefits:

• Flexible schedule
• Professional development assistance

Work Location: Remote