Remote Financial Protection Consultant — Flexible Hours

Stratford Davis; Texas; A distancia; USD 40.000 - 90.000; Jornada completa

Descripción de la vacante

Stratford Davis is expanding its virtual team and seeking motivated, people-first individuals to guide clients toward a financially secure future. This fully remote role offers comprehensive training, tools, and ongoing mentorship from home.

You will educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities, then craft tailored recommendations and assist throughout the application process. Prior sales or finance experience is a plus but not required.

Formación

• Willingness to help families
• Excellent communication and listening skills
• Self-discipline for work-from-home success

Responsabilidades

• Hold virtual consultations by phone or video to learn client needs and goals.
• Educate clients on life insurance and financial protection products in clear, simple terms.
• Build personalized recommendations aligned with client budgets and goals.
• Support clients through applications and follow-ups to keep processes smooth and stress-free.
• Maintain accurate notes in CRM and follow up with clients regularly.

Conocimientos

Sales experience

Customer service

Remote work

Descripción del empleo

Stratford Davis is expanding its virtual team and seeking motivated, people-first individuals to guide clients toward a financially secure future. This fully remote role offers comprehensive training, tools, and ongoing mentorship from home.

You will educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities, then craft tailored recommendations and assist throughout the application process. Prior sales or finance experience is a plus but not required.