Remote Wealth-Protection Advisor

Stratford Davis; Providence (RI); Remote; USD 70,000 - 120,000; Full time

Benefits offered by this job

Executive mentorship

Global excursions

Conferences and incentives

Job summary

Stratford Davis in Providence, RI seeks self-motivated financial professionals to own their business path within a turnkey corporate framework, focusing on wealth-preservation products like Indexed Universal Life, annuities, and life insurance.

Role features include high-commission earnings, flexible schedule with 3–4 high-impact days, pre-qualified prospects, and access to elite training and proprietary tools to build lasting client relationships.

Qualifications

• Self-motivated professionals seeking freedom of business ownership within a turnkey corporate framework.
• Experience in wealth protection and insurance is advantageous, with a focus on growth and client relationships.

Responsibilities

• Collaborative development with seasoned leaders in a supportive team.
• Assess client financial goals and coverage needs for pre-screened clients.
• Conduct virtual consultations and professional online meetings to advise prospective clients.
• Develop strategic financial protection and insurance plans aligned with client objectives.
• Present clear proposals to secure business and foster long-term relationships.

Job description

Stratford Davis in Providence, RI seeks self-motivated financial professionals to own their business path within a turnkey corporate framework, focusing on wealth-preservation products like Indexed Universal Life, annuities, and life insurance.

Role features include high-commission earnings, flexible schedule with 3–4 high-impact days, pre-qualified prospects, and access to elite training and proprietary tools to build lasting client relationships.