Flexible Insurance & Financial Sales Pro

Stratford Davis LLC; Minneapolis (MN); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

No-cost Education

Executive Mentorship

Global excursions

Job summary

Stratford Davis LLC in Minneapolis, MN seeks dynamic professionals for a high-commission wealth planning role focused on Indexed Universal Life, annuities and life insurance solutions. You’ll work within an established, turnkey framework to serve families with personalized strategies and long-term planning.

The position emphasizes ownership, flexible scheduling within a strong support structure, and streamlined access to qualified clients to build a profitable, scalable business.

Qualifications

• Self-motivated professional seeking the freedom of business ownership.

Responsibilities

• Collaborative Development: Partnering with seasoned leaders within an encouraging and cooperative team environment.
• Client Needs Assessment: Connecting with pre-screened clients to evaluate their financial goals and coverage requirements.
• Virtual Consultations: Conducting professional online meetings and phone consultations to advise prospective clients.
• Strategic Planning: Developing custom financial protection and insurance strategies tailored to individual client objectives.
• Portfolio Presentation: Delivering clear, confident proposals to secure business and establish long-term client relationships.

Job description

Stratford Davis LLC in Minneapolis, MN seeks dynamic professionals for a high-commission wealth planning role focused on Indexed Universal Life, annuities and life insurance solutions. You’ll work within an established, turnkey framework to serve families with personalized strategies and long-term planning.

The position emphasizes ownership, flexible scheduling within a strong support structure, and streamlined access to qualified clients to build a profitable, scalable business.