Remote Wealth-Protection Sales Consultant

Stratford Davis LLC; Charlotte (NC); À distance; USD 90 000 - 180 000; Plein temps

Avantages offerts par ce poste

Global conferences

Executive mentorship

Advanced digital tools

Pre-qualified leads

Schedule autonomy

Résumé du poste

Stratford Davis LLC in Charlotte, NC seeks ambitious financial professionals to deliver wealth preservation solutions, including Indexed Universal Life, annuities, and life insurance. You’ll own your path within a turnkey corporate framework and a high-commission structure designed to reward performance.

Join a team that emphasizes coaching, pre-qualified prospects, and long-term client relationships, with access to advanced digital tools and global learning opportunities.

Qualifications

• Experience in wealth protection products preferred.
• Ability to build client relationships and close high-value accounts.
• Strong communication and presentation skills.

Responsabilités

• Engage pre-screened clients to assess financial goals and coverage needs.
• Conduct virtual consultations and meetings to advise prospective clients.
• Develop and present customized wealth protection and insurance strategies.
• Drive business growth through strategic planning and client presentations.

Connaissances

Salesmanship

Client needs assessment

Communication

Outils

CRM software

Proprietary sales platform

Description du poste

Stratford Davis LLC in Charlotte, NC seeks ambitious financial professionals to deliver wealth preservation solutions, including Indexed Universal Life, annuities, and life insurance. You’ll own your path within a turnkey corporate framework and a high-commission structure designed to reward performance.

Join a team that emphasizes coaching, pre-qualified prospects, and long-term client relationships, with access to advanced digital tools and global learning opportunities.