Remote Wealth Protection Advisor Flexible Schedule Growth

Stratford Davis LLC; New Haven (CT); Remote; USD 70,000 - 120,000; Full time

Benefits offered by this job

Schedule Autonomy

Qualified Pipeline

No-Cost Education

State-of-the-Art Resources

Executive Mentorship

Elite Rewards

Job summary

Stratford Davis LLC in New Haven is recruiting for an ambitious professional to join its financial planning and insurance advisory team. You will advise clients through virtual meetings and calls, assess their needs, and tailor wealth-preservation strategies aligned with their goals.

Work within a turnkey corporate framework, benefiting from ongoing coaching, mentorship, and a high-earning, performance-driven compensation model that rewards results and client success.

Qualifications

• Self-motivated professional seeking ownership of a business with an established corporate framework.
• Ability to assess client needs and tailor financial strategies.

Responsibilities

• Collaborative Development with leaders in a supportive team.
• Client Needs Assessment to evaluate goals and coverage requirements.
• Virtual Consultations via online meetings and phone to advise clients.
• Strategic Planning to design wealth-preservation and insurance strategies.
• Portfolio Presentation delivering proposals to secure business and build long-term relationships.

Job description

Stratford Davis LLC in New Haven is recruiting for an ambitious professional to join its financial planning and insurance advisory team. You will advise clients through virtual meetings and calls, assess their needs, and tailor wealth-preservation strategies aligned with their goals.

Work within a turnkey corporate framework, benefiting from ongoing coaching, mentorship, and a high-earning, performance-driven compensation model that rewards results and client success.