Remote Life & Financial Solutions Pro — 4-Day Week

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

Vantaggi offerti da questo lavoro

4-day workweek

Remote work from anywhere

Turnkey marketing systems

Group health options

Carrier contracts

Descrizione del lavoro

Stratford Davis is seeking a Junior Life & Financial Solutions Specialist to drive client outreach and advisory efforts remotely from anywhere with high-speed internet. You will present life insurance and retirement products to prospects and manage ongoing client relationships.

The role emphasizes an entrepreneurial mindset, virtual collaboration, and access to turnkey marketing systems. A 4-day workweek and commission-based earnings shape the flexible, growth-focused environment.

Competenze

• State Life & Health Insurance License either current or in progress.
• Entrepreneurial mindset focused on building a lasting business asset.
• Proficiency with virtual meeting tech, cloud tools, and pipeline management software.
• Relentless drive, high integrity, and a client-first approach.

Mansioni

• Initiate client contacts using digital outreach, warm leads, and networking.
• Analyze financial profiles to recommend relevant life products and annuities.
• Deliver high-impact virtual presentations guiding clients toward financial decisions.
• Maintain contact with policyholders for updates and beneficiary changes.
• Engage in group coaching, product training, and mentorship sessions.

Conoscenze

Entrepreneurial mindset

Remote sales

Customer focus

Virtual meeting tech

Formazione

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

Strumenti

CRM software

Video conferencing tools

Cloud tools

Descrizione del lavoro

Stratford Davis is seeking a Junior Life & Financial Solutions Specialist to drive client outreach and advisory efforts remotely from anywhere with high-speed internet. You will present life insurance and retirement products to prospects and manage ongoing client relationships.

The role emphasizes an entrepreneurial mindset, virtual collaboration, and access to turnkey marketing systems. A 4-day workweek and commission-based earnings shape the flexible, growth-focused environment.