Remote Life & Financial Protection Consultant

Stratford Davis LLC; California; A distancia; USD 40.000 - 90.000; Jornada completa

Descripción de la vacante

Stratford Davis LLC in the United States is expanding its virtual team and seeking motivated individuals to guide clients toward secure financial futures from home. You will conduct virtual consultations, explain protection options, and tailor recommendations to each family’s goals.

Training, mentorship, and a clear advancement path are provided, with a fully remote setup and flexible hours. Prior sales or finance experience helps, but is not required; licensing can be pursued as needed.

Formación

• Active Life & Health license or willingness to obtain.
• Strong communication and time-management skills are essential.
• Comfort with remote, commission-based work and self-driven performance.

Responsabilidades

• Hold virtual consultations by phone and video to discuss client needs, family goals, and budgeting.
• Explain financial protection options (life insurance, IUL, annuities) in clear terms.
• Build personalized recommendations aligned with client goals and budget.
• Support clients through applications and follow-ups, maintaining CRM notes and regular reviews.

Conocimientos

Communication skills

Time management

Self-discipline

Active listening

Coachable

Educación

Life & Health license (or willingness to obtain)

Herramientas

CRM software

Descripción del empleo

Stratford Davis LLC in the United States is expanding its virtual team and seeking motivated individuals to guide clients toward secure financial futures from home. You will conduct virtual consultations, explain protection options, and tailor recommendations to each family’s goals.

Training, mentorship, and a clear advancement path are provided, with a fully remote setup and flexible hours. Prior sales or finance experience helps, but is not required; licensing can be pursued as needed.