Remote Life & Financial Pro - 100% Commission

Stratford Davis LLC; San Antonio (TX); À distance; USD 60 000 - 120 000; Plein temps

Avantages offerts par ce poste

4-day workweek

Remote work from anywhere

Turnkey marketing systems

Group health options

Elite travel rewards

Résumé du poste

Stratford Davis LLC is seeking a Junior Life & Financial Solutions Specialist to drive client outreach and financial guidance remotely from any location. Join a fast-moving team that provides systems, training, and carrier access while you build a scalable business asset.

You will analyze client profiles, present flexible life insurance and retirement solutions, and stay engaged through ongoing coaching and product training.

Qualifications

• Entrepreneurial mindset focused on building a lasting business asset.
• Strong sales capabilities and willingness to build a client base.
• Proficiency with virtual meeting tech, cloud tools, and pipeline management software.
• License in Life & Health Insurance required or in progress.

Responsabilités

• Initiate client contacts using proven digital outreach methods, warm lead platforms, and networking strategies.
• Analyze financial profiles to recommend suitable whole life, term life, IULs, and retirement annuities.
• Deliver high-impact virtual video presentations guiding clients toward financial decisions.
• Maintain continuous contact with policyholders, assisting with policy updates and beneficiary changes.
• Engage in daily group coaching, product training sessions, and executive mentorship.

Connaissances

Entrepreneurial mindset

Sales ability

Virtual meeting tools

Cloud tools

Pipeline management

Integrity

Formation

State Life & Health Insurance License (required or in progress)

Description du poste

Stratford Davis LLC is seeking a Junior Life & Financial Solutions Specialist to drive client outreach and financial guidance remotely from any location. Join a fast-moving team that provides systems, training, and carrier access while you build a scalable business asset.

You will analyze client profiles, present flexible life insurance and retirement solutions, and stay engaged through ongoing coaching and product training.