Remote Financial Advisor – Life Insurance & Retirement

Stratford Davis LLC; West Virginia; A distancia; USD 60.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Free Training & Tech

Travel Rewards

Flexible Hours (3-4 day workweek)

Descripción de la vacante

Stratford Davis LLC is seeking ambitious, customer-focused individuals to join its virtual advisory team in financial services. You will leverage our proven model, modern software, and direct mentorship to help clients protect futures with customized life insurance and retirement plans.

Responsibilities include consulting warm leads, assessing client goals, presenting tailored options, and managing a sales pipeline using our CRM.

Formación

• Uncapped, 100% commission with six-figure potential.
• Clear, empathetic verbal and written communication.
• Self-discipline to stay organized while working remotely.
• Coachability and willingness to learn from feedback.
• Experience in sales or customer service is a plus, but not required.
• Flexible, 3–4 day workweek.

Responsabilidades

• Consult warm leads via virtual meetings with pre-screened prospects.
• Assess goals and present tailored insurance and retirement options.
• Manage pipeline and track interactions using our CRM.
• Build long-term relationships to drive retention and referrals.
• Stay up-to-date on products and regulatory standards.

Conocimientos

Strong Communicator

Self-Disciplined

Coachability

Descripción del empleo

Stratford Davis LLC is seeking ambitious, customer-focused individuals to join its virtual advisory team in financial services. You will leverage our proven model, modern software, and direct mentorship to help clients protect futures with customized life insurance and retirement plans.

Responsibilities include consulting warm leads, assessing client goals, presenting tailored options, and managing a sales pipeline using our CRM.