Remote Financial Solutions Advisor — Uncapped Commission

Stratford Davis; Milwaukee (WI); A distancia; USD 50.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Schedule autonomy

No cold calling

Digital training

Modern tech platform

Mentorship

Descripción de la vacante

Stratford Davis in Milwaukee, WI, is seeking driven sales professionals for a fully remote role focused on Life Insurance, IUL, and annuities. You will consult prospects, present tailored solutions, and design financial strategies leveraging a turnkey system and a strong pipeline of pre-vetted leads.

This remote position offers schedule autonomy, no cold calling, ongoing digital training, and mentorship from industry experts.

Formación

• Must possess strong communication and interpersonal skills.
• Ability to analyze client needs and tailor financial solutions.
• Comfort with virtual meetings and professional phone/video calls.

Responsabilidades

• Collaborate with leaders in a supportive virtual network.
• Consult pre-screened prospects to identify financial priorities and protection gaps.
• Lead professional phone and video calls to advise clients on Life Insurance, IUL, and Annuities.
• Sell and educate clients on tailored financial solutions and protections.
• Draft custom financial security strategies aligned with long-term goals.
• Deliver product walkthroughs to secure new business and build partnerships.

Conocimientos

Prospect analysis

Consultative selling

Communication

Presentation skills

Descripción del empleo

Stratford Davis in Milwaukee, WI, is seeking driven sales professionals for a fully remote role focused on Life Insurance, IUL, and annuities. You will consult prospects, present tailored solutions, and design financial strategies leveraging a turnkey system and a strong pipeline of pre-vetted leads.

This remote position offers schedule autonomy, no cold calling, ongoing digital training, and mentorship from industry experts.