Remote Wealth-Protection Advisor

Stratford Davis LLC

Philadelphia (Philadelphia County)

Remote

USD 90,000 - 150,000

Full time

3 days ago

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Benefits offered by this job

Flexible schedule

Global conferences

Executive mentorship

Job summary

Stratford Davis LLC in Philadelphia is seeking a self-motivated financial professional who thrives in a high-energy, collaborative environment. You will conduct virtual consultations, assess client needs, and craft tailored wealth-protection strategies to secure new business and foster lasting client relationships.

The role offers a commission-based earning structure with significant growth potential, supported by turnkey corporate resources, executive mentorship, and calendar flexibility in a

Qualifications

Self-motivated with a sales mindset and ability to work independently.
Strong communication, presentation, and interpersonal skills for client interactions.
Experience in financial services or wealth planning is a plus.

Responsibilities

Collaborative development with leaders in a supportive team environment.
Assess client needs and goals through pre-screened client conversations.
Conduct virtual consultations and phone meetings to advise prospective clients.
Develop strategic financial protection and insurance strategies for clients.
Deliver clear proposals to secure business and build long-term relationships.

Skills

Communication

Sales

Financial planning

Client relations

Education

Bachelor's degree in finance or related field

Tools

CRM (Salesforce or similar)

Digital sales platforms

Job description

The role offers a commission-based earning structure with significant growth potential, supported by turnkey corporate resources, executive mentorship, and calendar flexibility in a

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