High-Commission Insurance Advisor | Flexible Schedule

Stratford Davis LLC; Netherlands; Remote; EUR 72,000 - 161,000; Full time

Benefits offered by this job

Elite rewards

No cold calling

Flexible schedule

Educational resources

Job summary

Stratford Davis LLC in Sacramento seeks a self-motivated financial services professional to deliver wealth-preservation solutions, including IULs and life insurance. You will partner with leaders to serve pre-screened clients, assess their goals, and propose tailored strategies. The role is commission-based with uncapped earning potential.

You will conduct virtual consultations and in-person discussions, building long-term client relationships within a turnkey corporate framework.

Qualifications

• Ability to assess client needs and tailor financial goals.
• Experience conducting virtual consultations with clients.
• Developing strategic plans for wealth protection and insurance.

Responsibilities

• Collaborate with leaders to drive client solutions.
• Assess client financial goals and coverage requirements.
• Conduct online meetings to advise prospective clients.
• Develop custom wealth protection strategies for clients.
• Present clear proposals to secure business and relationships.

Skills

Needs assessment

Virtual consultations

Strategic planning

Portfolio presentation

Team collaboration

Job description

Stratford Davis LLC in Sacramento seeks a self-motivated financial services professional to deliver wealth-preservation solutions, including IULs and life insurance. You will partner with leaders to serve pre-screened clients, assess their goals, and propose tailored strategies. The role is commission-based with uncapped earning potential.

You will conduct virtual consultations and in-person discussions, building long-term client relationships within a turnkey corporate framework.