Remote Life Insurance & Financial Planning Advisor

Stratford Davis; Indianapolis (IN); Hybride; USD 60 000 - 120 000; Plein temps

Résumé du poste

Stratford Davis, a leading insurance and financial planning firm, offers a fully remote role focused on helping clients understand Life Insurance, IUL, and Annuities. The position emphasizes clear explanations, client-centered conversations, and flexible scheduling to fit individual life needs.

You will lead virtual meetings, guide applications, and stay connected with clients as life changes occur, all while earning commissions with no fixed ceiling on earnings.

Responsabilités

• Sell Life Insurance, Indexed Universal Life (IUL), and Annuities to individuals and families.
• Explain options plainly and guide clients through the process.
• Conduct focused virtual meetings via phone and video sessions.
• Assist clients with paperwork and follow up until coverage is in place.
• Maintain ongoing client relationships with regular touchpoints.

Description du poste

Stratford Davis, a leading insurance and financial planning firm, offers a fully remote role focused on helping clients understand Life Insurance, IUL, and Annuities. The position emphasizes clear explanations, client-centered conversations, and flexible scheduling to fit individual life needs.

You will lead virtual meetings, guide applications, and stay connected with clients as life changes occur, all while earning commissions with no fixed ceiling on earnings.