Wealth & Insurance Sales Pro – Flexible, High-Earning

Stratford Davis LLC; Vermont; Remote; USD 70,000 - 150,000; Full time

Benefits offered by this job

Global excursions

Unlimited professional education

Executive mentorship

Advanced sales platforms

Job summary

Stratford Davis LLC is a dynamic firm in the United States specializing in wealth protection and financial planning. The role centers on helping clients protect families through indexed universal life, annuities, and life insurance, while benefiting from a turnkey corporate framework and expert mentorship.

With a high-commission model and a supportive team, you’ll have flexible, autonomy-driven scheduling and access to a steady stream of pre-qualified prospects.

Qualifications

• Self-motivated professionals seeking ownership and high earning potential.
• Ability to manage a flexible schedule with autonomous workdays.
• Experience in financial services or insurance sales preferred.

Responsibilities

• Collaborative development with leaders in a supportive team environment.
• Client needs assessment with pre-screened clients to evaluate financial goals and coverage.
• Virtual consultations via online meetings and phone to advise prospective clients.
• Develop financial protection and insurance strategies tailored to client objectives.
• Deliver clear, confident proposals to secure business and build long-term relationships.

Job description

Stratford Davis LLC is a dynamic firm in the United States specializing in wealth protection and financial planning. The role centers on helping clients protect families through indexed universal life, annuities, and life insurance, while benefiting from a turnkey corporate framework and expert mentorship.

With a high-commission model and a supportive team, you’ll have flexible, autonomy-driven scheduling and access to a steady stream of pre-qualified prospects.