Careers

It’s fun to work in a company where people truly believe in what they’re doing and create a better world. At BeamaLife, we’re committed to bringing superior knowledge, advice and financial strategies to our clients. We work hard, we hold our people accountable and we’re serious about what we do. But we like to have a good time, too. Because happy employees means happy clients and happy clients means we all are happy! If you like working with smart, knowledgeable, enthusiastic and over-achievers individuals then you’ll have a great time at BeamaLife. Go ahead and send us your resume/profile and look for something wonderful to happen.

Senior Client Advisor

Experience:
5+ years of successful clients developing experience

Role Description:
We are looking for a highly talented and skilled “Client Advisor” to join our core team. In this role, you will focus on developing new clients, helping them establish appropriate tax reduction and wealth creating financial strategies.

Responsibility:
The Client Advisor will discover the needs of prospects by details fact-find or discovery interview, develop & implement strategy and turn them into a very happy clients. The ideal candidate is a hunter and a closer, and will generate quick interest over the phone by really solving clients’ higher tax and advanced financial problems. This very promising opportunity is only for those who can prove they’re at the top of the game and have very successful client development experience.

Requirements:
Proven track record of exceeding quotas and increasing revenue year over year. Five plus years of developing Physicians, Dentists, Successful Business Owners and other High Net-Worth Individuals clients. The candidate should be able to demonstrate the verifiable track record of successfully selling complex financial and insurance solutions with deep knowledge. The strong professional ethics and the ability to learn new financial concepts quickly. Degree in Business, Economics, Finance, Accounting or related discipline is a big plus. Ability to make some cold calls, articulate sales pitch via cold emails and other social media is required. Financial and Legal designations like CFP, CPA, JD and CFA are highly desired but not required.

Compensation:
We offer very attractive compensation structure with generous benefits. You will earn way above the industry average in your very first year if you’re truly the best. Go ahead and send your resume/profile at hr@beamalife.com with applied position in the subject line now.

Vice President – Corporate Market

We are looking for a Vice President for our Corporate Market. We help large corporations, banks, pension funds and endowment funds in their alternative investment strategies. We also advise public and private companies on structuring smart deferred compensation plan for their key executives and cost effective employee benefits programs.

This very promising opportunity is ONLY for those who can prove they’re at the top of the game and have SUCCESSFUL experience of dealing with corporate treasures, HR Chief, CFOs and pension plan sponsors. Professional designations like CFA, CFP, CPA and JD are desired but not required. We offer very attractive compensation structure with very generous benefits including stock options. We’ll offer you the best training in the industry, with a tremendous growth opportunity.

Please send in your resume/profile at hr@beamalife.com with applied position in the subject line.

Vice President – Banking Market

We are looking for a Vice President for Regional & Community Bank market. You will be based in your hometown and primarily work with community banks in your state.

This very promising opportunity is ONLY for those who have SUCCESSFUL experience of dealing with CEO/CFO of regional and community banks in your state. Professional designations like CFA, CFP, CPA and JD are desired but not required. We offer very attractive compensation structure with very generous benefits including stock options. We’ll offer you the best training in the industry, with a tremendous growth opportunity.

This is a great opportunity for retired CEO, CFO, Chief HR Officer or Senior Executives of Regional and Community Banks. Business Owner with successful exit or Senior Sales Executive with appropriate community banks contacts.

Please send in your resume/profile at hr@beamalife.com with applied position in the subject line.