Remote Financial Services Sales Pro — Uncapped Earnings

Stratford Davis LLC; Nashville (TN); À distance; USD 60 000 - 120 000; Plein temps

Avantages offerts par ce poste

Uncapped Earnings

100% Remote

Sales Training

Mentorship & Training

Rewards & Benefits

Résumé du poste

Stratford Davis LLC is seeking a remote Financial Services Sales Representative to help families protect and grow wealth from home. No prior finance experience is required as we provide training, systems, and mentorship to start quickly.

You will connect with clients for needs assessments and recommend life insurance, IUL, and annuity solutions, guiding them through applications and policy delivery while building long-term relationships through yearly check-ins.

Qualifications

• Desire to improve the financial security of families.
• Confident, clear communicator over phone and video.
• Licensed Life & Health Agent or willing to obtain license.
• Self-disciplined and organized for remote work.

Responsabilités

• Connect with pre-qualified clients who seek guidance on savings and security.
• Conduct virtual financial needs assessments via phone and video.
• Recommend tailored life insurance, IUL, and annuity solutions.
• Guide clients through applications, underwriting, and policy delivery.
• Maintain long-term relationships through annual reviews and ongoing check-ins.
• Participate in weekly training sessions, product workshops, and coaching with senior advisors.

Connaissances

Communication skills

Self-discipline

Coachable

Goal-oriented

Formation

Licensed Life & Health Insurance Agent

Description du poste

Stratford Davis LLC is seeking a remote Financial Services Sales Representative to help families protect and grow wealth from home. No prior finance experience is required as we provide training, systems, and mentorship to start quickly.

You will connect with clients for needs assessments and recommend life insurance, IUL, and annuity solutions, guiding them through applications and policy delivery while building long-term relationships through yearly check-ins.