Remote Wealth-Protection Sales Advisor

Stratford Davis LLC; Chicago (IL); Remote; USD 90,000 - 180,000; Full time

Benefits offered by this job

Elite rewards: fully compensated, all‑

Job summary

Stratford Davis LLC in Chicago seeks a self-motivated financial professional to partner with leaders and engage pre-screened clients. You will assess goals, conduct virtual consultations, and craft wealth-protection strategies including IUL, annuities, and life insurance.

The role offers a commission-based earnings model with uncapped potential and a turnkey corporate framework designed to empower ambitious producers to own their path.

Qualifications

• Experience in wealth planning or insurance sales is preferred.
• Ability to assess client financial goals and tailor strategies.
• Strong communication and presentation skills.

Responsibilities

• Collaborate with leaders in a high-energy team environment.
• Engage with pre-screened clients to assess needs and goals.
• Conduct virtual consultations and phone meetings to advise prospects.
• Develop custom financial protection and insurance strategies.
• Present proposals clearly to secure business and foster long-term relationships.

Skills

Financial planning

Client needs assessment

Virtual consultations

Sales & relationship building

Tools

CRM software

Job description

Stratford Davis LLC in Chicago seeks a self-motivated financial professional to partner with leaders and engage pre-screened clients. You will assess goals, conduct virtual consultations, and craft wealth-protection strategies including IUL, annuities, and life insurance.

The role offers a commission-based earnings model with uncapped potential and a turnkey corporate framework designed to empower ambitious producers to own their path.