Remote Life & Financial Solutions Specialist - 4-Day Week

Stratford Davis LLC

Denver (CO)

Remoto

USD 60.000 - 140.000

Tempo pieno

3 giorni fa
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Vantaggi offerti da questo lavoro

4-day workweek
100% remote
Group health options
Travel rewards

Descrizione del lavoro

Stratford Davis LLC is seeking a Junior Life & Financial Solutions Specialist to grow a remote agency career in life insurance and financial protection. You will receive turnkey systems, training, and carrier access while building your own business remotely from anywhere with internet access.

The role emphasizes client outreach, financial profile analysis, and delivering persuasive virtual presentations. It is 100% commission-based with ongoing coaching and mentorship to help you scale your

Competenze

  • 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 a deep commitment to serving client needs.

Mansioni

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

Conoscenze

Entrepreneurial mindset
Virtual meeting proficiency
Pipeline management
Integrity
Client-focused service

Strumenti

Cloud tools
CRM software
Video conferencing tools

Descrizione del lavoro

Stratford Davis LLC is seeking a Junior Life & Financial Solutions Specialist to grow a remote agency career in life insurance and financial protection. You will receive turnkey systems, training, and carrier access while building your own business remotely from anywhere with internet access.

The role emphasizes client outreach, financial profile analysis, and delivering persuasive virtual presentations. It is 100% commission-based with ongoing coaching and mentorship to help you scale your

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