Remote Wealth & Insurance Advisor - High Commission

Stratford Davis LLC; Texas; Remote; USD 80,000 - 140,000; Full time

Benefits offered by this job

No-Cost Education

State-of-the-Art Resources

Executive Mentorship

Elite Rewards

Job summary

Stratford Davis LLC in Dallas, Texas seeks ambitious financial professionals to deliver wealth-preservation strategies, including Indexed Universal Life (IUL), annuities, and life insurance. You will receive coaching and development as part of a high-energy team committed to client success.

Enjoy a flexible schedule with 3–4 high-impact workdays weekly, direct access to pre-screened prospects, and a turnkey corporate framework.

Responsibilities

• Collaborative development with seasoned leaders in a cooperative team environment.
• Client needs assessment with pre-screened clients to evaluate financial goals and coverage requirements.
• Virtual consultations via online meetings and phone to advise prospective clients.
• Strategic planning to develop custom financial protection and insurance strategies for individual clients.
• Portfolio presentation delivering clear proposals to secure business and foster long-term relationships.
• Role overview: focus on wealth-preservation vehicles including Indexed Universal Life (IUL), annuities, and essential life insurance.
• Ideal candidate profile: self-motivated professionals seeking business ownership with an established turnkey corporate framework.
• Compensation structure based on high-commission earning aligned with results.

Job description

Stratford Davis LLC in Dallas, Texas seeks ambitious financial professionals to deliver wealth-preservation strategies, including Indexed Universal Life (IUL), annuities, and life insurance. You will receive coaching and development as part of a high-energy team committed to client success.

Enjoy a flexible schedule with 3–4 high-impact workdays weekly, direct access to pre-screened prospects, and a turnkey corporate framework.