Remote Client Wealth Advisor | Flexible 3–4 Day Week

Stratford Davis LLC; Nashville (TN); Remote; USD 70,000 - 150,000; Full time

Benefits offered by this job

Uncapped commissions

Structured training and live support

Mentorship from top leaders

Global travel perks

Job summary

Stratford Davis LLC in Nashville, TN is seeking dynamic sales professionals to convert warm leads in a remote environment. You will conduct virtual consultations, present tailored life insurance and annuity solutions, and guide clients from first contact to close while building long-term relationships.

You will benefit from comprehensive training, mentorship from top leaders, and access to leading sales software.

Qualifications

• Strong verbal and written communication skills.
• Ability to build rapport and influence decisions ethically.
• Self-motivated with a goal-oriented mindset.
• Comfortable working independently in a remote environment.

Responsibilities

• Work with warm, pre-qualified leads who have already expressed interest.
• Conduct virtual consultations via phone or video to understand client needs.
• Present personalized solutions including life insurance, IULs, and annuities.
• Educate clients on financial protection and wealth-building strategies.
• Build trust and guide clients through their decision-making process.
• Manage the entire sales lifecycle from first contact through closing.
• Maintain detailed client records using CRM platforms.
• Follow up consistently to ensure satisfaction and generate referrals.
• Meet or exceed sales goals and performance benchmarks.
• Participate in ongoing training and coaching sessions.

Skills

Verbal communication

Written communication

Rapport building

Self-motivation

Remote work readiness

Job description

Stratford Davis LLC in Nashville, TN is seeking dynamic sales professionals to convert warm leads in a remote environment. You will conduct virtual consultations, present tailored life insurance and annuity solutions, and guide clients from first contact to close while building long-term relationships.

You will benefit from comprehensive training, mentorship from top leaders, and access to leading sales software.