Remote Life & Financial Sales Pro — Flexible 4‑Day Week
Stratford Davis
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Descripción de la vacante
Stratford Davis is seeking a Remote Financial Sales Specialist to engage clients digitally and present life insurance, IUL, and annuities. The role emphasizes flexible scheduling, remote work, and commission-based earnings.
You will guide clients through tailored plans, conduct video appointments, and build long-term relationships while expanding your professional skills through coaching and workshops.
Formación
- Excellent online communication skills and natural charisma on video calls.
- An eagerness to learn, grow, and continuously elevate your skill set.
- The focus needed to maintain high performance in a work from home environment.
- A strong entrepreneurial spirit focused on building a scalable personal income.
Responsabilidades
- Engage with clients digitally to introduce intuitive financial growth solutions.
- Help individuals navigate bespoke coverage plans, including tax-advantaged IULs, guaranteed annuities, and comprehensive life policies.
- Host engaging video appointments to evaluate family goals and present tailored options.
- Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
- Build lasting client loyalty through dedicated ongoing consultations.
Conocimientos
Descripción del empleo
Stratford Davis is seeking a Remote Financial Sales Specialist to engage clients digitally and present life insurance, IUL, and annuities. The role emphasizes flexible scheduling, remote work, and commission-based earnings.
You will guide clients through tailored plans, conduct video appointments, and build long-term relationships while expanding your professional skills through coaching and workshops.
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