Financial Planning Sales Pro - Flexible Hours & Mentorship

Stratford Davis LLC; California; Remote; USD 100,000 - 180,000; Full time

Benefits offered by this job

Global excursions

Flexible schedule

Free training resources

Advanced sales tools

Mentorship program

Job summary

Stratford Davis LLC in Los Angeles, CA is actively seeking self-motivated professionals to join a high-energy team delivering wealth-preservation products such as Indexed Universal Life, annuities, and life insurance. You will be empowered to build your own business path within an established framework.

Compensation is high-commission based, with coaching and access to a steady stream of pre-qualified prospects.

Responsibilities

• Collaborate with seasoned leaders in an encouraging team environment.
• Assess client needs to evaluate financial goals and coverage requirements.
• Conduct virtual consultations and online meetings to advise prospective clients.
• Develop custom financial protection and insurance strategies.
• Deliver clear proposals to secure business and establish long-term client relationships.

Job description

Stratford Davis LLC in Los Angeles, CA is actively seeking self-motivated professionals to join a high-energy team delivering wealth-preservation products such as Indexed Universal Life, annuities, and life insurance. You will be empowered to build your own business path within an established framework.

Compensation is high-commission based, with coaching and access to a steady stream of pre-qualified prospects.