Remote Financial Solutions Sales — Uncapped Commission & Mentorship

Stratford Davis LLC; Florida; A distancia; USD 60.000 - 120.000; Jornada completa

Descripción de la vacante

Stratford Davis LLC is seeking an ambitious Remote Solutions Sales Associate to help clients understand financial challenges and deliver strategic, personalized Life Insurance, IUL, and Annuities solutions from home. You’ll conduct online discovery meetings, present tailored plans, and build a robust client base.

This role offers uncapped commission, dedicated mentorship from industry leaders, and performance-based rewards, with location independence and a flexible home-office setup.

Formación

• Empathetic listening and client empathy are essential.
• Self-motivated, organized, and able to manage daily workload.
• Commitment to professional ethics and compliant behavior.
• Receptive to feedback and ongoing learning.

Responsabilidades

• Strategic Presentations: Create and present customized financial plans during online discovery meetings.
• Pipeline Generation: Build and expand the client base via outreach, digital marketing, and warm introductions.
• Long-Term Care: Serve as the go-to contact, with periodic plan reviews over time.
• Client Education: Sell and educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Industry Expertise: Stay current on trends, products, and regulations through weekly training.

Conocimientos

Empathetic listener

Disciplined self-starter

Ethical decision-making

Openness to coaching

Descripción del empleo

Stratford Davis LLC is seeking an ambitious Remote Solutions Sales Associate to help clients understand financial challenges and deliver strategic, personalized Life Insurance, IUL, and Annuities solutions from home. You’ll conduct online discovery meetings, present tailored plans, and build a robust client base.

This role offers uncapped commission, dedicated mentorship from industry leaders, and performance-based rewards, with location independence and a flexible home-office setup.