Remote Virtual Sales Agent: Wealth Advisor (Uncapped)

Stratford Davis; San Diego (CA); Remote; USD 35,000 - 65,000; Full time

Benefits offered by this job

Work-life balance

Location flexibility

Unlimited earning potential

Full support system

Job summary

Stratford Davis in San Diego is seeking an entry-level Virtual Sales Agent to work remotely with full training provided. You will engage households through digital marketing channels and video calls, guiding clients toward suitable life insurance solutions.

Expect to assess clients' objectives and present targeted IUL and income annuity options, while building lasting relationships and participating in daily group huddles and one-on-one coaching.

Responsibilities

• Engage households virtually through digital marketing channels and video calls.
• Assess client financial objectives and present targeted solutions utilizing life insurance, Indexed Universal Life (IUL), and income annuities.
• Lead interactive consultations designed to simplify wealth accumulation and family protection.
• Maintain strong client relationships to review plans during key life changes.
• Upgrade your consultation capabilities continuously through daily group huddles and 1-on-1 mentorship.
• Fluency in digital communication and comfortable presenting on video calls.
• A proactive mindset that views challenges as opportunities to excel.
• Strong self-management skills suited for an independent remote workspace.
• A fierce determination to earn top-tier compensation.

Job description

Stratford Davis in San Diego is seeking an entry-level Virtual Sales Agent to work remotely with full training provided. You will engage households through digital marketing channels and video calls, guiding clients toward suitable life insurance solutions.

Expect to assess clients' objectives and present targeted IUL and income annuity options, while building lasting relationships and participating in daily group huddles and one-on-one coaching.