Remote Wealth-Protection Specialist

Stratford Davis; Manchester (NH); Remote; USD 80,000 - 150,000; Full time

Benefits offered by this job

Global excursions

Conferences

Executive mentorship

Flexible scheduling

Job summary

Stratford Davis is seeking motivated professionals to join our high-energy team in Manchester, NH. You will engage with pre-screened clients through virtual consultations and in-depth needs assessments to tailor wealth-protection strategies and life-insurance solutions.

Our compensation is highly commission-based, rewarding performance with uncapped earning potential and career growth within a turnkey corporate framework. Enjoy a supportive environment, coaching, and a pathway to ownership.

Qualifications

• Client Needs Assessment to evaluate financial goals and coverage requirements.
• Virtual Consultations via online meetings and phone calls to advise prospective clients.
• Strategic Planning to tailor wealth-preservation strategies for clients.
• Portfolio Presentation to deliver clear proposals and build long-term relationships.

Responsibilities

• Collaborative Development: Partnering with seasoned leaders in a cooperative team environment.
• Client Needs Assessment: Connecting with pre-screened clients to evaluate financial goals and coverage requirements.
• Virtual Consultations: Conducting professional online meetings and phone consultations to advise prospective clients.
• Strategic Planning: Developing custom financial protection and insurance strategies tailored to client objectives.
• Portfolio Presentation: Delivering clear, confident proposals to secure business and establish long-term client relationships.

Skills

Client Needs Assessment

Virtual Consultations

Strategic Planning

Portfolio Presentation

Job description

Stratford Davis is seeking motivated professionals to join our high-energy team in Manchester, NH. You will engage with pre-screened clients through virtual consultations and in-depth needs assessments to tailor wealth-protection strategies and life-insurance solutions.

Our compensation is highly commission-based, rewarding performance with uncapped earning potential and career growth within a turnkey corporate framework. Enjoy a supportive environment, coaching, and a pathway to ownership.