Virtual Key-Account Growth Specialist

Stratford Davis LLC; New York (NY); Remoto; USD 120.000 - 200.000; Tempo pieno

Vantaggi offerti da questo lavoro

Fully paid annual trips

Conferences and events

Descrizione del lavoro

Stratford Davis LLC in New York is seeking an experienced key-account professional to deepen relationships with high-value households in a virtual service model.

You will protect continuity of service, grow wallet share, and lead advisory conversations across life insurance, IUL, and annuities. The role emphasizes client advocacy and referrals, with the potential for high-commission earnings.

Mansioni

• Relationship stewardship — Stay close to assigned key clients and anticipate their next protection question.
• Portfolio reviews — Revisit goals, life changes, and coverage gaps on a regular cadence.
• Advisory conversations — Walk key-account clients through Life Insurance, Indexed Universal Life (IUL), and Annuities with the depth their portfolios deserve.
• Virtual service model — Deliver polished phone and video meetings that feel personal, not transactional.
• Expansion proposals — Present upgrades and complementary coverage when the timing is right.
• Advocacy loop — Earn referrals from clients who feel genuinely looked after.

Descrizione del lavoro

Stratford Davis LLC in New York is seeking an experienced key-account professional to deepen relationships with high-value households in a virtual service model.

You will protect continuity of service, grow wallet share, and lead advisory conversations across life insurance, IUL, and annuities. The role emphasizes client advocacy and referrals, with the potential for high-commission earnings.