Wealth Protection Advisor | High Commissions & Mentorship

Stratford Davis LLC; Honolulu (HI); Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Executive mentorship

Fully compensated global excursions

Advanced digital sales platforms

Job summary

Stratford Davis LLC in Hawaii seeks self-motivated financial professionals to deliver wealth-preservation strategies, including Indexed Universal Life (IUL), annuities, and essential life insurance. You’ll work with pre-screened clients, conduct virtual consultations, and craft tailored plans within a turnkey corporate framework.

The role operates on a high-commission model, rewarding performance with uncapped earning potential.

Responsibilities

• Collaborate with leaders in a cooperative team environment.
• Assess client needs to evaluate financial goals and coverage requirements.
• Conduct virtual consultations and phone meetings with prospective clients.
• Develop custom financial protection and insurance strategies tailored to client objectives.
• Present clear, confident proposals to secure business and build long-term relationships.
• Focus on wealth-preservation products (IUL, annuities, life insurance).

Job description

Stratford Davis LLC in Hawaii seeks self-motivated financial professionals to deliver wealth-preservation strategies, including Indexed Universal Life (IUL), annuities, and essential life insurance. You’ll work with pre-screened clients, conduct virtual consultations, and craft tailored plans within a turnkey corporate framework.

The role operates on a high-commission model, rewarding performance with uncapped earning potential.