Remote Wealth-Protection Sales Specialist

Stratford Davis LLC; California; Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Global excursions

Executive mentorship

Unlimited education resources

Job summary

Stratford Davis LLC is seeking a motivated financial professional in Riverside, CA to deliver wealth protection solutions, including indexed universal life, annuities, and life insurance. You will work within an established framework offering executive mentorship and a steady stream of pre-qualified prospects.

Role emphasizes ownership, a high-commission earning model, and professional development through no-cost education and advanced digital sales tools.

Qualifications

• Experience selling wealth protection products (IUL, annuities, life insurance) and advising clients.
• Ability to conduct virtual consultations and present tailored financial solutions.
• Comfort with a high-commission compensation model and independent business ownership.

Responsibilities

• Collaborate with seasoned leaders in a supportive team.
• Meet with pre-screened clients to assess financial goals and coverage needs.
• Conduct virtual meetings and phone consultations to advise prospects.

Skills

Sales experience

Client needs assessment

Virtual consultations

Financial planning

Tools

Proprietary technology tools

Digital sales platforms

Job description

Stratford Davis LLC is seeking a motivated financial professional in Riverside, CA to deliver wealth protection solutions, including indexed universal life, annuities, and life insurance. You will work within an established framework offering executive mentorship and a steady stream of pre-qualified prospects.

Role emphasizes ownership, a high-commission earning model, and professional development through no-cost education and advanced digital sales tools.