Remote Financial Planning Sales Specialist

Stratford Davis LLC; Boston (MA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Executive Mentorship

Global excursions

Job summary

Stratford Davis LLC in Boston seeks self-motivated financial professionals to deliver wealth-preservation products, including Indexed Universal Life, annuities, and life insurance, through a turnkey corporate framework.

You will work with pre-qualified prospects, conduct virtual consultations, and develop customized strategies, with a high commission-based earning structure aligned to performance. Flexible schedule and direct mentorship support are provided.

Qualifications

• Experience in wealth protection or consultative sales.
• Ability to present complex financial products clearly.
• Self-motivated with a results-driven mindset.

Responsibilities

• Collaborative development: Partnering with leaders in a supportive team.
• Client needs assessment: Connecting with pre-screened clients to evaluate financial goals.
• Virtual consultations: Conducting online meetings and phone consultations to advise prospects.
• Strategic planning: Creating customized wealth-protection strategies for clients.
• Portfolio presentation: Delivering proposals to secure business and build relationships.

Skills

Sales

Communication

Needs assessment

Strategic planning

Job description

Stratford Davis LLC in Boston seeks self-motivated financial professionals to deliver wealth-preservation products, including Indexed Universal Life, annuities, and life insurance, through a turnkey corporate framework.

You will work with pre-qualified prospects, conduct virtual consultations, and develop customized strategies, with a high commission-based earning structure aligned to performance. Flexible schedule and direct mentorship support are provided.