Remote Financial Advisor: Six-Figure Potential

Stratford Davis LLC; Pittsburgh (Allegheny County); A distancia; USD 80.000 - 150.000; Jornada completa

Descripción de la vacante

Stratford Davis LLC in the United States is seeking ambitious, customer-focused professionals to launch a high-earning career in financial services. You will leverage a proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

Key responsibilities include meeting virtually with qualified prospects, presenting tailored options, and guiding clients through the sales process.

Formación

• Clear, empathetic verbal and written communication skills are essential.
• Ability to stay organized, productive, and autonomous in a remote setting.
• Background in sales or customer service is a plus but not required.

Responsabilidades

• 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.
• Build Relationships: Maintain post-sale contact to drive retention and client referrals.
• Stay Compliant: Keep up-to-date on product offerings and regulatory standards.

Conocimientos

Strong Communicator

Self-Discipline

Coachability

Remote Work

Travel Willingness

Sales Experience

Six-Figure Potential

Descripción del empleo

Stratford Davis LLC in the United States is seeking ambitious, customer-focused professionals to launch a high-earning career in financial services. You will leverage a proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

Key responsibilities include meeting virtually with qualified prospects, presenting tailored options, and guiding clients through the sales process.