Remote Financial Solutions Consultant - Uncapped Commission

Stratford Davis; Birmingham (AL); Remote; USD 40.000 - 90.000; Vollzeit

Benefits dieser Stelle

Comprehensive Training & Mentorship

Uncapped Commission

Zusammenfassung

Stratford Davis in the United States is seeking a Client Sales Associate to guide clients through financial decisions with personalized guidance and relationship-driven support. This fully remote role emphasizes training, mentorship, and a path to professional growth.

Key duties include building your client base, conducting consultations, presenting tailored strategies in life insurance and financial products, and maintaining long-term relationships through ongoing support and market awareness.

Qualifikationen

• Prior experience in sales, finance, or customer-facing roles is a plus, but not required.
• Comprehensive training and mentorship provided to new hires.

Aufgaben

• Build and expand your client base through networking, referrals, and outreach.
• Conduct consultations to evaluate clients’ financial needs, goals, and situations.
• Design and present customized financial strategies aligned with client objectives.
• Sell, educate, and present to clients on Life Insurance, IUL, and Annuities.
• Maintain long-term client relationships with ongoing support and guidance.
• Stay informed on industry developments and regulatory updates.

Kenntnisse

Sales

Communication

Self-driven

Presentation

Tools

CRM software

PowerPoint

Jobbeschreibung

Stratford Davis in the United States is seeking a Client Sales Associate to guide clients through financial decisions with personalized guidance and relationship-driven support. This fully remote role emphasizes training, mentorship, and a path to professional growth.

Key duties include building your client base, conducting consultations, presenting tailored strategies in life insurance and financial products, and maintaining long-term relationships through ongoing support and market awareness.