Remote Life Insurance Advisor | Flexible Schedule & Growth
Stratford Davis
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Benefits offered by this job
Job summary
Stratford Davis is seeking an entrepreneurial, self-starting professional to join our fast-growing insurance and financial planning firm in Detroit. You will work with experienced leaders to grow client relationships through discovery conversations with pre-screened prospects.
You will conduct remote appointments, educate clients on Indexed Universal Life, annuities, and life insurance, and design tailored protection strategies that fit each client's situation.
Qualifications
- Team collaboration in a positive, team-first setting.
- Ability to conduct discovery conversations to understand client goals.
- Experience with remote appointments via video or phone.
- Educate clients on life insurance products and financial planning.
- Design tailored insurance/financial protection plans.
Responsibilities
- Speak with pre-screened clients to understand financial goals and coverage needs.
- Meet with clients via video/phone in a consultative manner.
- Sell, educate, and present life insurance products and annuities.
- Design customized protection plans for each client.
- Present recommendations clearly to earn trust and build relationships.
Skills
Job description
Stratford Davis is seeking an entrepreneurial, self-starting professional to join our fast-growing insurance and financial planning firm in Detroit. You will work with experienced leaders to grow client relationships through discovery conversations with pre-screened prospects.
You will conduct remote appointments, educate clients on Indexed Universal Life, annuities, and life insurance, and design tailored protection strategies that fit each client's situation.
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