Flexible Wealth-Protection Sales Specialist

Stratford Davis LLC; Cleveland (OH); Remote; USD 100,000 - 250,000; Full time

Benefits offered by this job

Schedule Autonomy

Qualified Pipeline

No-Cost Education

State-of-the-Art Resources

Executive Mentorship

Elite Rewards

Job summary

Stratford Davis LLC in Cleveland is seeking proactive sales professionals to deliver wealth-preservation products such as Indexed Universal Life, annuities, and life insurance. You will be part of a driven team and engage clients through virtual consultations to tailor protection strategies.

Work with experienced leaders, assess client needs, and present compelling proposals to build lasting client relationships, with a high-commission, performance-based compensation structure.

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 Cleveland is seeking proactive sales professionals to deliver wealth-preservation products such as Indexed Universal Life, annuities, and life insurance. You will be part of a driven team and engage clients through virtual consultations to tailor protection strategies.

Work with experienced leaders, assess client needs, and present compelling proposals to build lasting client relationships, with a high-commission, performance-based compensation structure.