Remote Life & Wealth Protection Specialist

Stratford Davis LLC; San Diego (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Flexible schedule

No cold calling

Education access

Advanced sales tools

Executive mentorship

Global trips

Job summary

Stratford Davis LLC in San Diego seeks self-motivated professionals to educate clients on Life Insurance, IUL, and Annuities. You will engage pre-screened prospects through virtual and phone consultations, tailoring financial protection plans and presenting compelling proposals to build lasting client relationships.

Employees enjoy a high-earning, performance-based model, supportive mentorship, and ongoing professional development within a dynamic team environment.

Qualifications

• Sell, educate, and present to clients on life insurance products including IUL and annuities.
• Build relationships with pre-screened clients to assess goals and coverage needs.
• Own your book with a high-commission, performance-based earning model.

Responsibilities

• Collaborate with senior leaders to drive client acquisition.
• Conduct virtual consultations and phone meetings to advise prospects.
• Develop tailored financial protection plans for individual clients.
• Deliver clear proposals to secure new business and long-term relationships.
• Stay connected with clients to provide ongoing guidance and updates.

Skills

Sales

Life Insurance

IUL

Annuities

Financial planning

Job description

Stratford Davis LLC in San Diego seeks self-motivated professionals to educate clients on Life Insurance, IUL, and Annuities. You will engage pre-screened prospects through virtual and phone consultations, tailoring financial protection plans and presenting compelling proposals to build lasting client relationships.

Employees enjoy a high-earning, performance-based model, supportive mentorship, and ongoing professional development within a dynamic team environment.