Remote Wealth-Protection Sales Pro | Flexible Schedule

Stratford Davis LLC; Oklahoma; A distancia; USD 100.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Global travel opportunities

No cold calling

Flexible schedule and education access

Descripción de la vacante

Stratford Davis LLC in Cleveland, United States, seeks a self-motivated financial services professional to advance wealth-preservation strategies, including IUL, annuities, and life insurance. You will leverage a turnkey corporate framework to build a business with uncapped earning potential.

The role emphasizes ownership of client relationships, strategic planning, and delivering compelling proposals to secure long-term protection for families.

Formación

• Experience in wealth protection products is a plus.
• Exceptional communication and relationship-building skills.
• Comfort with a high-commission compensation model.

Responsabilidades

• Collaborative development with leaders within a supportive team.
• Client needs assessment with pre-screened clients to evaluate goals and coverage requirements.
• Conducting virtual consultations and online meetings to advise prospective clients.
• Developing custom financial protection and insurance strategies tailored to client objectives.
• Delivering clear, confident proposals to secure business and establish long-term client relationships.

Conocimientos

Sales experience

Financial planning

Communication

Herramientas

Digital sales platforms

Descripción del empleo

Stratford Davis LLC in Cleveland, United States, seeks a self-motivated financial services professional to advance wealth-preservation strategies, including IUL, annuities, and life insurance. You will leverage a turnkey corporate framework to build a business with uncapped earning potential.

The role emphasizes ownership of client relationships, strategic planning, and delivering compelling proposals to secure long-term protection for families.