Why Work at Beacon Financial Services?
With 25+ years of experience, our team of seasoned advisors serve high-net-worth individuals and businesses across the country, specializing in the areas of corporate retirement plans, asset management, personal retirement planning, estate planning, tax planning strategies, and business succession planning.
Our dedication to excellence fosters a family-like atmosphere while placing great emphasis on accountability.
Join our growing team of highly motivated, ambitious advisors today!
We are searching for strong candidates who have extensive experience in the 401(k) industry, preferably in customer service or plan administration. This role’s primary focus will be centered around developing and nurturing relationships with existing clients on the Retirement Plan Services side of our business.
The ideal candidate for this position exemplifies the highest customer service standards and habitually demonstrates initiative by taking a proactive approach to servicing clients.
Further, they should exhibit strong interpersonal and group communication skills with proven ability to present to executives and board members as they will be your primary audience.
Beacon provides comprehensive training, cultivating a team of industry-leading Investment Fiduciaries. We proudly foster an inspired, collaborative environment, where people can take ownership of their work, push breakthrough ideas, and feel confident that their contributions will be valued, and their growth championed.
As is with our clients, we’re dedicated to the well-being of our employees, because we know that their fulfillment and success will lead us and our clients to great places.
The Retirement Plan Consultant position is predicated upon a strong fundamental understanding of 401(k) Plan Administration, Investment Management and Relationship Management.
We are always looking to add talented, high-character individuals to our team at Beacon Financial Services. If interested, please send a cover letter and resume to email@example.com with “Retirement Plan Consultant” in the subject line.
The sales associate position is an integral part of Beacon Financial Services' growth and new client engagement. In this role, team members are responsible for initiating communication with prospective clients and educating them on our various services. Candidates are also responsible for gathering, analyzing and optimizing sales data to ensure ongoing and effective marketing outreach. This role is one that requires skill, determination and the ability to effectively forge interpersonal connections. The ideal candidate must be able to keep up with the fast pace of our industry, must be self-motivated and must remain adaptable in the face of new changes and challenges.
2-year degree required (or equivalent work experience), 4-year degree preferred
Undergraduate major in business, finance, marketing or related field
Prior sales experience preferred but not required
Proficiency in written and spoken communication, including telephone, email and in-person meetings
Previous experience in an office environment strongly encouraged
Sales-driven personality and a competitive nature
Competent computer skills (Word, Excel, PowerPoint, and Access)
Basic, fundamental understanding of the finance industry
We are always looking to add talented, high-character individuals to our team at Beacon Financial Services. If interested, please send a cover letter and resume to firstname.lastname@example.org with “Sales Coordinator” in the subject line.
We’ll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business.
We provide the resources, support, and one-on-one training to help you leverage your prior experience and/or current book of business.
Beacon Financial is proud to consider itself one of the more tech-forward advisory firms in the area! Over the last several years, we have invested heavily into our infrastructure to put a system in place that makes it easy for advisors to plug in and find immediate success.
Between our top-of-the-line contact management system, Salesforce, access to our internal database of thousands of marketing-qualified prospects, a full library of relevant and timely content at your fingertips, marketing automation systems, online scheduling software, Office 365 suite of products, web conferencing tools, and full integration with our comprehensive financial planning tools, advisors will have an endless array of resources at their disposal.
Beyond the above-mentioned training and development, Beacon will equip you with the tools you need to succeed day-to-day. You will have direct access to in-house support ready to answer your questions and train you on our suite of digital tools.
We value our employees just as much as we value our clients. We understand that when we take better care of our people, they share that same compassion with our clients. That is why we offer you benefits and rewards that support your life and well-being.
Compensation Package, benefits and incentive programs are based on various levels of production, years of practice and licensing.
Benefits offered after the first 90 days may include:
All expenses paid travel (if applicable)
Flexible, hybrid work environment in an easy-to-commute, A+ office space.
Professional Sales Training
Call us: 610-265-4012