Virtual Key-Account Insurance Advisor

Stratford Davis LLC; Chicago (IL); À distance; USD 120 000 - 190 000; Plein temps

Avantages offerts par ce poste

Annual trips & conferences

Training & coaching programs

Résumé du poste

Stratford Davis LLC in Chicago seeks a high-energy Key-Account professional to deepen relationships with affluent clients, protect service continuity, and grow wallet share through strategic insurance and financial planning discussions.

The role emphasizes a virtual service model with polished phone and video meetings, expansion proposals, and strong advocacy resulting in referrals. Success is tied to client outcomes and revenue growth.

Qualifications

• Must manage high-value client relationships and protect continuity of service.
• Ability to discuss Life Insurance, Indexed Universal Life (IUL) and Annuities with clients.
• Strong communication and presentation skills for advisory conversations.

Responsabilités

• Maintain relationships with key clients and anticipate protection questions.
• Conduct regular portfolio reviews to revisit goals and coverage gaps.
• Provide advisory discussions on life insurance, IUL, and annuities.
• Deliver professional phone and video meetings via a virtual service model.
• Propose upgrades and additional coverage when timing is right.
• Foster advocacy and referrals from satisfied clients.

Connaissances

Relationship management

Portfolio reviews

Advisory conversations

Virtual meetings

Upselling

Description du poste

Stratford Davis LLC in Chicago seeks a high-energy Key-Account professional to deepen relationships with affluent clients, protect service continuity, and grow wallet share through strategic insurance and financial planning discussions.

The role emphasizes a virtual service model with polished phone and video meetings, expansion proposals, and strong advocacy resulting in referrals. Success is tied to client outcomes and revenue growth.