Wealth Advisor - Flexible Schedule, Commission

Stratford Davis LLC; Raleigh (NC); À distance; USD 75 000 - 180 000; Plein temps

Avantages offerts par ce poste

Executive mentorship

Global excursions and conferences

No cold calling

Résumé du poste

Stratford Davis LLC, a Raleigh, NC-based insurance and financial planning firm, seeks ambitious professionals to join a high-energy team. The company is recognized for its supportive atmosphere and industry accolades, offering direct coaching and a portfolio of wealth-protection solutions.

You will engage with pre-screened clients, conduct virtual consultations, and craft tailored financial plans. This role features uncapped commissions within a turnkey corporate framework to drive ownership and

Qualifications

• Self-motivated professionals seeking ownership with turnkey corporate support.
• Ability to assess client needs and tailor financial strategies.

Responsabilités

• Collaborate with leaders in a cooperative team environment.
• Conduct client needs assessments to evaluate goals and coverage.
• Provide virtual consultations and online meetings with prospective clients.
• Develop custom financial protection and insurance strategies for clients.
• Present clear proposals to secure business and foster long-term relationships.

Connaissances

Self-motivated

Communication skills

Advising/prospecting

Sales experience

Description du poste

Stratford Davis LLC, a Raleigh, NC-based insurance and financial planning firm, seeks ambitious professionals to join a high-energy team. The company is recognized for its supportive atmosphere and industry accolades, offering direct coaching and a portfolio of wealth-protection solutions.

You will engage with pre-screened clients, conduct virtual consultations, and craft tailored financial plans. This role features uncapped commissions within a turnkey corporate framework to drive ownership and