Remote Financial Advisor | Uncapped Earnings & Flex Hours

Stratford Davis; Miami (FL); Remote; USD 50.000 - 110.000; Vollzeit

Benefits dieser Stelle

Uncapped earnings

100% remote

Sales training

Mentorship & Training

Zusammenfassung

Stratford Davis is seeking a Remote Financial Services Sales Representative to join its virtual advisory team. You will connect with clients, conduct needs assessments, and educate on life insurance, IUL, and annuities, guiding them through applications and policy delivery from home.

The role emphasizes building long-term client relationships through annual reviews and ongoing check-ins, with weekly training sessions and coaching to support performance-based income.

Qualifikationen

• Confident, clear communicator able to build trust over phone/video.
• Self-disciplined and highly organized for remote work.
• Coachable, goal-oriented and motivated by performance-based income.
• Willing to learn financial products and processes from training.

Aufgaben

• Connect with pre-qualified clients seeking guidance on savings, income protection, and family security.
• Conduct virtual financial needs assessments over phone and video.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities, and recommend suitable options.
• Guide clients through applications, underwriting, and policy delivery with clear communication.
• Maintain long-term client relationships through annual reviews and ongoing financial check-ins.
• Participate in weekly training sessions, product workshops, and one-on-one coaching with senior advisors.

Kenntnisse

Excellent communication

Self-discipline

Organizational skills

Coachable

Jobbeschreibung

Stratford Davis is seeking a Remote Financial Services Sales Representative to join its virtual advisory team. You will connect with clients, conduct needs assessments, and educate on life insurance, IUL, and annuities, guiding them through applications and policy delivery from home.

The role emphasizes building long-term client relationships through annual reviews and ongoing check-ins, with weekly training sessions and coaching to support performance-based income.