Remote Retirement Planning Specialist

Stratford Davis LLC; Minneapolis (MN); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Flexible hours

Training and mentorship

Performance bonuses

Job summary

Stratford Davis LLC in Minneapolis, United States, is expanding its virtual team and seeking motivated individuals to guide clients toward a secure retirement from home. This fully remote role offers training, licensing guidance, and weekly coaching with experienced consultants.

You will hold virtual consultations, explain retirement income options, and build personalized recommendations aligned with each client’s goals and budget.

Qualifications

• Warm, clear communication and listening skills to understand client needs.
• Self-discipline and strong time-management in a home-based role.
• Proactive, coachable attitude with the ability to learn quickly.
• Active Life & Health license or willingness to obtain with company support.

Responsibilities

• Hold virtual consultations by phone and video to discuss retirement timelines and goals.
• Explain retirement options like annuities, life insurance, and IUL strategies in plain language.
• Develop personalized recommendations within client budgets.
• Support clients through applications and follow-ups to keep processes simple.
• Maintain accurate CRM notes and nurture client relationships through reviews and referrals.

Skills

Warm communication

Time management

Self-discipline

Active listening

Coachable attitude

Education

Life & Health license (active or willingness to obtain)

Job description

Stratford Davis LLC in Minneapolis, United States, is expanding its virtual team and seeking motivated individuals to guide clients toward a secure retirement from home. This fully remote role offers training, licensing guidance, and weekly coaching with experienced consultants.

You will hold virtual consultations, explain retirement income options, and build personalized recommendations aligned with each client’s goals and budget.