Remote Financial Services Sales — Uncapped Earnings

Stratford Davis LLC; St. Louis (MO); Remote; USD 50.000 - 150.000; Vollzeit

Benefits dieser Stelle

Uncapped earnings

100% Remote

Sales training

Mentorship & Training

Health benefits & lead systems

Zusammenfassung

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 training, systems, and mentorship are provided.

You'll connect with clients, conduct virtual needs assessments, and recommend life insurance, IUL, and annuity strategies while building long-term relationships and participating in ongoing coaching and training.

Qualifikationen

• Customer-focused communicator with strong phone/video skills.
• Willing to obtain the Life & Health license if not already licensed.
• Self-disciplined and organized to work remotely.

Aufgaben

• Connect with pre-qualified clients seeking guidance on savings, income protection, and family security.
• Conduct virtual financial needs assessments over phone and video.
• Recommend tailored solutions including life insurance, IUL, and annuity strategies.
• Guide clients through applications, underwriting, and policy delivery with clear communication.
• Maintain long-term client relationships through annual reviews.
• Participate in weekly training sessions and coaching with senior advisors.

Kenntnisse

Clear communication

Self-motivated

Coachable

Goal-oriented

Ausbildung

Licensed Life & Health Agent (or willing to obtain)

Jobbeschreibung

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 training, systems, and mentorship are provided.

You'll connect with clients, conduct virtual needs assessments, and recommend life insurance, IUL, and annuity strategies while building long-term relationships and participating in ongoing coaching and training.