Remote Inbound Sales Pro - Financial Planning & Insurance

Stratford Davis; Milwaukee (WI); A distancia; USD 40.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully remote

Flexible schedule

Commission-based pay

Mentorship & training

Descripción de la vacante

Stratford Davis is seeking a Remote Inbound Representative to help individuals and families plan financial futures. You will work with clients to assess needs, provide guidance, and offer personalized life insurance and annuity solutions.

The role is fully remote with flexible hours, a mentorship-driven environment, and uncapped commission income based on performance. Milwaukee, WI area experience is a plus for client context but not required.

Formación

• Excellent verbal communication and active listening.
• Strong ability to build and maintain client relationships.
• Goal-oriented with a track record of meeting targets.
• Professional ethics and accountability in client interactions.
• Sales, finance, or customer service background is beneficial, but not required.

Responsabilidades

• Generate new business opportunities through outreach, networking, and referrals.
• Meet with clients virtually to evaluate 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 ongoing support and value.
• Stay up to date with industry knowledge, product offerings, and compliance standards.
• Conduct work with professionalism, accountability, and integrity.

Conocimientos

Verbal communication

Relationship building

Self-motivation

Professionalism

Sales background helpful

Descripción del empleo

Stratford Davis is seeking a Remote Inbound Representative to help individuals and families plan financial futures. You will work with clients to assess needs, provide guidance, and offer personalized life insurance and annuity solutions.

The role is fully remote with flexible hours, a mentorship-driven environment, and uncapped commission income based on performance. Milwaukee, WI area experience is a plus for client context but not required.