Remote Financial Solutions Advisor | Uncapped Commissions

Stratford Davis; New Orleans (LA); Remote; USD 80.000 - 200.000; Vollzeit

Benefits dieser Stelle

Uncapped Commission Structure

Total Workplace Freedom

Comprehensive Mentorship

Health Plan Access

Recognition Incentives

Zusammenfassung

Stratford Davis, based in New Orleans, seeks goal-oriented individuals to guide clients toward financial security through customized planning solutions. You will work 100% remotely, with daily autonomy and a strong emphasis on performance-based compensation.

You’ll present strategy recommendations for Life Insurance, IUL, and Annuities, build long-term client relationships, and complete required compliance modules while enjoying mentorship and flexible scheduling.

Qualifikationen

• Strong ethical foundation and personal accountability.
• Ability to break down complex concepts into simple steps for clients.
• Entrepreneurial ambition geared toward performance-based compensation.
• Organized approach to running a remote operations setup.
• Previous experience in sales or client-facing roles is helpful but not required.

Aufgaben

• Reach out to prospective clients via social channels, phone, and networking.
• Conduct virtual assessment meetings to uncover financial vulnerabilities.
• Present customized, value-driven strategy recommendations.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Maintain proactive communication to build long-term client confidence.
• Complete mandatory compliance and skill enhancement modules.

Kenntnisse

Strong ethics

Clear communication

Entrepreneurial mindset

Organizational skills

Sales experience helpful

Jobbeschreibung

Stratford Davis, based in New Orleans, seeks goal-oriented individuals to guide clients toward financial security through customized planning solutions. You will work 100% remotely, with daily autonomy and a strong emphasis on performance-based compensation.

You’ll present strategy recommendations for Life Insurance, IUL, and Annuities, build long-term client relationships, and complete required compliance modules while enjoying mentorship and flexible scheduling.