Remote Financial Protection Advisor

Stratford Davis LLC; Phoenix (AZ); Remote; USD 120,000 - 240,000; Full time

Benefits offered by this job

Global excursions

Annual conferences

Executive mentorship

Flexible schedule

Job summary

Stratford Davis LLC, based in Phoenix, AZ, seeks motivated professionals to drive growth in wealth protection with Indexed Universal Life, annuities and life insurance. You will engage pre-screened clients, conduct virtual consultations, and craft personalized financial plans within a turnkey corporate framework.

Expect a high-commission structure tied to performance. We offer coaching, executive mentorship and global opportunities, with a flexible schedule centered on 3–4 high-impact days

Qualifications

• Experience in selling financial products or services.
• Ability to assess client needs and tailor solutions.
• Excellent communication and presentation skills.

Responsibilities

• Collaborative development with senior leaders in a supportive team.
• Client needs assessment through engagement with pre-screened clients.
• Conducting virtual consultations and phone meetings with prospective clients.
• Developing customized financial protection and insurance strategies.
• Presenting clear proposals to secure business and foster long-term relationships.

Skills

Sales experience

Financial planning

Communication skills

Client relationship management

Job description

Stratford Davis LLC, based in Phoenix, AZ, seeks motivated professionals to drive growth in wealth protection with Indexed Universal Life, annuities and life insurance. You will engage pre-screened clients, conduct virtual consultations, and craft personalized financial plans within a turnkey corporate framework.

Expect a high-commission structure tied to performance. We offer coaching, executive mentorship and global opportunities, with a flexible schedule centered on 3–4 high-impact days