Remote Life & Financial Solutions Specialist

Stratford Davis LLC; West Virginia; Remote; USD 50.000 - 80.000; Vollzeit

Zusammenfassung

Stratford Davis LLC invites high-performing sales talent to launch a remote agency career in life insurance and financial protection. We provide turnkey marketing systems, training, and carrier access; you bring drive and passion to succeed.

This role is remote with a flexible 4-day workweek and mobility to work from home or anywhere with internet access. You will build a lasting business asset and help clients secure future financial protection.

Qualifikationen

• State Life & Health Insurance License required 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 commitment to serving client needs.

Aufgaben

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

Kenntnisse

Entrepreneurial mindset

Virtual meeting tech

Cloud tools

Pipeline management software

Ausbildung

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

Tools

Virtual meeting software

Cloud tools

CRM / pipeline software

Jobbeschreibung

Stratford Davis LLC invites high-performing sales talent to launch a remote agency career in life insurance and financial protection. We provide turnkey marketing systems, training, and carrier access; you bring drive and passion to succeed.

This role is remote with a flexible 4-day workweek and mobility to work from home or anywhere with internet access. You will build a lasting business asset and help clients secure future financial protection.