Remote Wealth Advisor (Entry-Level, 4-Day Week)

Zohorecruit; San Francisco (CA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Full training provided

Health options

Work from anywhere

Job summary

Stratford Davis is seeking a Virtual Sales Agent to work remotely with full training provided. The role involves engaging households via digital channels, conducting video consultations, and presenting life insurance and retirement solutions.

You will build relationships, review plans during key life events, and participate in daily mentorship to upgrade your capabilities. This entry-level position offers location flexibility—work from home or from anywhere globally—plus a commission-based

Responsibilities

• Engage households virtually through digital channels and video calls.
• Assess client financial objectives and present tailored life insurance, IUL, and income annuities solutions.
• Lead interactive consultations to simplify wealth accumulation and family protection.
• Maintain strong client relationships to review plans during life changes.

Job description

Stratford Davis is seeking a Virtual Sales Agent to work remotely with full training provided. The role involves engaging households via digital channels, conducting video consultations, and presenting life insurance and retirement solutions.

You will build relationships, review plans during key life events, and participate in daily mentorship to upgrade your capabilities. This entry-level position offers location flexibility—work from home or from anywhere globally—plus a commission-based