Remote Wealth Advisor - Flexible Hours & Growth

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

Benefits offered by this job

Executive mentorship

Global excursions

Unlimited education resources

Job summary

Stratford Davis LLC in Omaha, NE seeks driven professionals to join a fast-growing team in the insurance and financial planning sector. The role centers on delivering wealth-preservation products like indexed universal life, annuities, and life insurance, with a turnkey corporate framework.

You will engage with pre-screened clients, conduct virtual consultations, and present tailored strategies. Compensation is high-commission based, offering uncapped earning potential and flexible,

Qualifications

• Self-motivated professional with drive to own a business path.
• Ability to assess client needs and tailor financial plans.
• Comfort conducting virtual meetings and phone consultations.
• Develop custom insurance/wealth strategies for individual clients.

Responsibilities

• Collaborate with leaders in a supportive team environment.
• Meet pre-screened clients to assess financial goals and coverage needs.
• Conduct virtual consultations and online meetings to advise prospects.
• Develop and present wealth-protection strategies and insurance plans.
• Deliver clear proposals to secure business and build long-term client relationships.

Skills

Self-motivated

Client needs assessment

Virtual consultations

Strategic planning

Portfolio presentation

Job description

Stratford Davis LLC in Omaha, NE seeks driven professionals to join a fast-growing team in the insurance and financial planning sector. The role centers on delivering wealth-preservation products like indexed universal life, annuities, and life insurance, with a turnkey corporate framework.

You will engage with pre-screened clients, conduct virtual consultations, and present tailored strategies. Compensation is high-commission based, offering uncapped earning potential and flexible,