Remote Wealth-Protection Advisor | High Earning Potential

Stratford Davis LLC; Cincinnati (OH); À distance; USD 60 000 - 120 000; Plein temps

Avantages offerts par ce poste

No-Cost Education

Elite Rewards

Schedule Autonomy

Executive Mentorship

Résumé du poste

Stratford Davis LLC in Cincinnati is seeking ambitious financial professionals to join our high-energy team. You will advise clients on wealth-preservation vehicles such as Indexed Universal Life, annuities, and life insurance, with flexible schedule and ongoing coaching.

Operate on a high-commission model with uncapped earning potential and access to pre-qualified prospects, executive mentorship, and global trip rewards as you build a turnkey practice within our growth-focused framework.

Qualifications

• Experience in financial services or sales preferred.
• Strong communication and interpersonal skills.
• Ability to conduct online meetings and phone consultations.

Responsabilités

• Collaborate with leaders in a supportive team.
• Assess client financial goals and coverage needs.
• Lead online meetings and phone consultations to advise prospective clients.
• Develop tailored wealth-protection strategies for individual objectives.
• Present proposals to secure business and build lasting client relationships.

Connaissances

Client needs assessment

Virtual consultations

Strategic planning

Portfolio presentation

Description du poste

Stratford Davis LLC in Cincinnati is seeking ambitious financial professionals to join our high-energy team. You will advise clients on wealth-preservation vehicles such as Indexed Universal Life, annuities, and life insurance, with flexible schedule and ongoing coaching.

Operate on a high-commission model with uncapped earning potential and access to pre-qualified prospects, executive mentorship, and global trip rewards as you build a turnkey practice within our growth-focused framework.