Client Onboarding & Growth Associate
Beacon National Agency
About this role
Beacon National Agency seeks a motivated Client Onboarding & Growth Associate to support new client onboarding, build relationships, and identify growth opportunities through personalized financial protection solutions. The role involves virtual client interactions, education on financial strategies, and facilitating a smooth onboarding process. It offers flexible remote work and professional development opportunities in the financial services industry.
Skills
About Beacon National Agency
beaconnational.netA boutique digital design and development agency that builds modern, responsive websites and e-commerce experiences. They provide end-to-end services including branding, UX/UI design, front‑end and back‑end development, CMS and third‑party integrations, performance optimization, and analytics. The team focuses on mobile‑first design, fast build cycles, and scalable, conversion‑focused solutions for startups and growing businesses. Clients value their hands‑on project management, custom templates, and measurable results.
About Beacon National Agency
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$41k – $57k
per year
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