Remote Inbound Sales & Financial Planning Advisor

Stratford Davis LLC; Phoenix (AZ); Remoto; USD 40.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Commission-based pay

Fully remote role

Healthcare plan access

Mentorship and training

Descrizione del lavoro

Stratford Davis LLC is seeking a remote inbound representative to help clients plan their financial future. You will understand client needs, offer strategic recommendations, and present personalized solutions for life insurance, IUL, and annuities.

This role emphasizes independence with ongoing mentorship, structured onboarding, and performance-based rewards, all while supporting long-term client relationships in a flexible, fully remote environment.

Competenze

• Genuine interest in helping people achieve financial well-being.
• Strong verbal communication and relationship-building.
• Goal-oriented with performance-based drive.
• Ability to work independently and manage time.
• Professionalism and ethical decision-making.
• Background in sales, finance, or customer service helpful.
• Fully remote role with flexible schedule.
• Structured onboarding and ongoing coaching.
• Commission-based opportunity with unlimited income potential.
• Mentorship and supportive team environment.
• Life insurance coverage and access to healthcare plans.
• Bonuses and performance-based rewards.
• Incentive trips based on performance.

Mansioni

• Generate new business opportunities through outreach, networking, and referrals
• Meet with clients virtually to evaluate their financial goals and current situations
• Develop customized strategies and present solutions that align with client needs
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Build long-term relationships by offering continuous support and value
• Stay up to date with industry knowledge, product offerings, and compliance standards
• Conduct your work with professionalism, accountability, and integrity

Conoscenze

Verbal communication

Relationship building

Self-motivation

Independent work

Descrizione del lavoro

Stratford Davis LLC is seeking a remote inbound representative to help clients plan their financial future. You will understand client needs, offer strategic recommendations, and present personalized solutions for life insurance, IUL, and annuities.

This role emphasizes independence with ongoing mentorship, structured onboarding, and performance-based rewards, all while supporting long-term client relationships in a flexible, fully remote environment.