Remote Wealth & Insurance Advisor

Stratford Davis LLC; New York (NY); À distance; USD 60 000 - 120 000; Plein temps

Avantages offerts par ce poste

Fully compensated global excursions

Executive mentorship

Résumé du poste

Stratford Davis LLC is seeking driven professionals in New York to join our wealth and protection advisory team. You will educate clients on Life Insurance, IUL, and Annuities, conduct virtual consultations, and build tailored financial strategies.

This role centers on high-commission earnings, with a turnkey corporate framework and ongoing coaching. It emphasizes client education, strategic planning, and long-term relationships, offering opportunities to advance with industry leaders.

Responsabilités

• Collaborate with seasoned leaders in an encouraging, cooperative team environment.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Connect with pre-screened clients to evaluate financial goals and coverage requirements.
• Conduct virtual consultations and phone meetings to advise prospective clients.
• Develop custom financial protection and insurance strategies aligned with client objectives.
• Deliver clear, confident proposals to secure business and establish long-term client relationships.

Description du poste

Stratford Davis LLC is seeking driven professionals in New York to join our wealth and protection advisory team. You will educate clients on Life Insurance, IUL, and Annuities, conduct virtual consultations, and build tailored financial strategies.

This role centers on high-commission earnings, with a turnkey corporate framework and ongoing coaching. It emphasizes client education, strategic planning, and long-term relationships, offering opportunities to advance with industry leaders.