Remote Client Acquisition & Financial Planning Consultant

Stratford Davis LLC; Indianapolis (IN); À distance; USD 60 000 - 120 000; Plein temps

Avantages offerts par ce poste

Health coverage

Vision coverage

Dental coverage

Life insurance

Travel rewards

Résumé du poste

Stratford Davis LLC is seeking ambitious professionals to build a sustainable home-based business backed by a financially established organization. You will engage consumers via video calls, assess financial goals, and offer tailored protective options.

Responsibilities include proactive outreach, virtual consultations, and designing compelling plan proposals, with ongoing guidance from senior leaders. You will control your schedule and pursue a high-earning commission-based model while

Qualifications

• Uncompromising integrity and a genuine desire to help others.
• Excellent verbal and video communication to present plans.
• Willing to build a six-figure income on a commission basis.
• Strong organizational skills to manage schedules and client data.
• No prior industry experience required; educational backing provided.

Responsabilités

• Drive new business through proactive outreach and community networking.
• Conduct virtual consultations to map out client financial requirements.
• Design and deliver clear, benefit-focused plan proposals.
• Provide ongoing support to strengthen client trust over time.
• Participate in continuous learning courses to stay market-ready.

Connaissances

Integrity

Persuasive communication

Video presence

Organizational skills

Self-motivated / commission-based

Formation

No prior industry experience required

Description du poste

Stratford Davis LLC is seeking ambitious professionals to build a sustainable home-based business backed by a financially established organization. You will engage consumers via video calls, assess financial goals, and offer tailored protective options.

Responsibilities include proactive outreach, virtual consultations, and designing compelling plan proposals, with ongoing guidance from senior leaders. You will control your schedule and pursue a high-earning commission-based model while