Remote Customer Sales Representative

Stratford Davis LLC; New Haven (CT); Remote; USD 70,000 - 120,000; 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 New Haven is recruiting for an ambitious professional to join its financial planning and insurance advisory team. You will advise clients through virtual meetings and calls, assess their needs, and tailor wealth-preservation strategies aligned with their goals.

Work within a turnkey corporate framework, benefiting from ongoing coaching, mentorship, and a high-earning, performance-driven compensation model that rewards results and client success.

Qualifications

• Self-motivated professional seeking ownership of a business with an established corporate framework.
• Ability to assess client needs and tailor financial strategies.

Responsibilities

• Collaborative Development with leaders in a supportive team.
• Client Needs Assessment to evaluate goals and coverage requirements.
• Virtual Consultations via online meetings and phone to advise clients.
• Strategic Planning to design wealth-preservation and insurance strategies.
• Portfolio Presentation delivering proposals to secure business and build long-term relationships.

Job description

New Haven, United States

We are an accelerating force in the insurance and financial planning sector, celebrated for our drive, supportive atmosphere, and dedication to quality. Honored twice by Entrepreneur Magazine for our outstanding organizational environment, we consistently boast exceptional candidate feedback and high ratings across Glassdoor and Indeed. Furthermore, our proven market growth has earned us a distinguished position on the Inc. 5000 list for six consecutive years, alongside a recent feature in Forbes highlighting our innovative approach and industry leadership.

What You’ll Do

• As a member of our high-energy team, you will benefit from continuous coaching and professional development designed to elevate your career. Your daily responsibilities will include:
  
• 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.
  

What Makes Us Different

• We prioritize strategic effort over sheer grind. Here is how we stand out from the competition:
  
• Schedule Autonomy: Enjoy flexibility over your calendar, typically structured around 3 to 4 high-impact workdays weekly.
  
• Qualified Pipeline: Benefit from zero cold calling through direct access to a steady stream of interested, pre-qualified prospects.
  
• No-Cost Education: Gain unlimited access to extensive digital learning libraries and real-time professional guidance.
  
• State-of-the-Art Resources: Utilize complimentary, advanced digital sales platforms and proprietary technology tools.
  
• Executive Mentorship: Master your craft through structured, direct coaching alongside experienced industry authorities.
  
• Elite Rewards: Qualify for fully compensated, annual global excursions and conferences designed for our leading producers.
  

Role Overview

• Product Focus: This position centers on delivering key wealth-preservation vehicles, including Indexed Universal Life (IUL), annuities, and essential life insurance.
  
• Ideal Candidate: This opportunity is engineered for self-motivated professionals seeking the freedom of business ownership, backed by an established, turnkey corporate framework.
  
• Compensation Structure: Operating on a high commission-based model, this position leverages a performance-based earning structure where your overall compensation is directly aligned with the results you generate.
  
• If you are eager to claim ownership of your professional path, unlock uncapped earning potential, and make a lasting difference in the lives of families, we want to meet you.