Remote Financial Advisor (High Earnings, Flexible Hours)

Stratford Davis LLC; California; À distance; USD 90 000 - 180 000; Plein temps

Avantages offerts par ce poste

Free training

Tech suite

Elite mentorship

Travel rewards

Résumé du poste

Stratford Davis LLC in Los Angeles, United States, is seeking ambitious, customer-focused individuals for a high-earning career in financial services. Work remotely with a proven model, modern software, and direct mentorship to help clients with life insurance and retirement plans.

Core responsibilities include meeting qualified leads virtually, assessing financial goals, presenting tailored options, and guiding clients through the sales process with CRM, while building lasting relationships and

Qualifications

• Commission-Driven earning potential with uncapped commissions.
• Clear, empathetic verbal and written communication skills.
• Ability to stay organized and productive while working remotely.
• Eagerness to learn and adapt under mentorship.
• Background in sales or customer service is a plus, not required.

Responsabilités

• Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
• Assess & Present: Evaluate financial goals and present tailored insurance and annuity options.
• Manage Pipeline: Track interactions and guide clients through the sales process using our CRM.
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Build Relationships: Maintain post-sale contact to drive retention and client referrals.
• Stay Compliant: Keep up-to-date on product offerings and regulatory standards.

Connaissances

Commission-based

Strong communication

Self-discipline

Coachability

Sales experience

Six-figure potential

Flexible hours

Provided leads

Training provided

Travel rewards

Description du poste

Stratford Davis LLC in Los Angeles, United States, is seeking ambitious, customer-focused individuals for a high-earning career in financial services. Work remotely with a proven model, modern software, and direct mentorship to help clients with life insurance and retirement plans.

Core responsibilities include meeting qualified leads virtually, assessing financial goals, presenting tailored options, and guiding clients through the sales process with CRM, while building lasting relationships and