Remote Life Insurance & Financial Planning Pro

Stratford Davis; Omaha (NE); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Flexible hours

High commissions

Job summary

Stratford Davis is seeking self-driven professionals for a fully remote life insurance and financial planning opportunity. You will educate clients on Life Insurance, Indexed Universal Life (IUL), and annuities, assess client needs, and conduct virtual consultations to propose tailored financial protection strategies.

The role emphasizes ownership mindset, flexible hours, and a commission-based structure with uncapped earnings, supported by ongoing coaching and a turnkey corporate framework.

Qualifications

• Self-motivated professionals seeking the freedom of business ownership.

Responsibilities

• Collaborative Development: Partnering with seasoned leaders within an encouraging and cooperative team environment.
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Client Needs Assessment: Connecting with pre-screened clients to evaluate their financial goals and coverage requirements.
• Virtual Consultations: Conducting professional online meetings and phone consultations to advise prospective clients.
• Strategic Planning: Developing custom financial protection and insurance strategies tailored to individual client objectives.
• Portfolio Presentation: Delivering clear, confident proposals to secure business and establish long-term client relationships.

Job description

Stratford Davis is seeking self-driven professionals for a fully remote life insurance and financial planning opportunity. You will educate clients on Life Insurance, Indexed Universal Life (IUL), and annuities, assess client needs, and conduct virtual consultations to propose tailored financial protection strategies.

The role emphasizes ownership mindset, flexible hours, and a commission-based structure with uncapped earnings, supported by ongoing coaching and a turnkey corporate framework.