Insurance & Financial Planning Advisor — Flexible Schedule

Stratford Davis LLC; Manchester (NH); Remote; USD 120,000 - 240,000; 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 Manchester, NH, is seeking driven financial professionals to join a high-energy team focused on wealth planning and insurance solutions. You will engage with pre-screened clients, conduct virtual consultations, and craft tailored financial strategies to protect families and futures.

The role emphasizes ownership of your path with uncapped earnings in a turnkey corporate framework, supported by mentorship, advanced tools, and global learning opportunities.

Responsibilities

• Collaborative development with seasoned leaders in a cooperative team environment.
• Client needs assessment with pre-screened clients to evaluate goals and coverage.
• Virtual consultations via online meetings and phone calls to advise prospects.
• Strategic planning for custom financial protection and insurance strategies.
• Portfolio presentations delivering clear proposals to secure business.
• Ownership path with uncapped earning potential on a high-commission model.

Job description

Stratford Davis LLC in Manchester, NH, is seeking driven financial professionals to join a high-energy team focused on wealth planning and insurance solutions. You will engage with pre-screened clients, conduct virtual consultations, and craft tailored financial strategies to protect families and futures.

The role emphasizes ownership of your path with uncapped earnings in a turnkey corporate framework, supported by mentorship, advanced tools, and global learning opportunities.