Wealth Protection Advisor with Flexible Schedule & Mentorship

Stratford Davis LLC; Cincinnati (OH); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Fully compensated global excursions

Executive mentorship

No-cost education

State-of-the-art sales platforms

Direct access to pre-qualified leads

Job summary

Stratford Davis LLC in Cincinnati seeks self-motivated professionals for an opportunity in wealth protection, including Indexed Universal Life, annuities, and life insurance. This turnkey corporate framework supports ownership and uncapped earning potential through a high-commission model.

You'll partner with leaders, assess client needs, conduct virtual consultations, and present tailored proposals to secure business and foster lasting relationships.

Responsibilities

• Collaborate with seasoned leaders to grow professionally in a cooperative team environment.
• Connect with pre-screened clients to evaluate financial goals and coverage needs.
• Conduct virtual consultations and phone meetings to advise prospective clients.
• Develop custom wealth-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 in Cincinnati seeks self-motivated professionals for an opportunity in wealth protection, including Indexed Universal Life, annuities, and life insurance. This turnkey corporate framework supports ownership and uncapped earning potential through a high-commission model.

You'll partner with leaders, assess client needs, conduct virtual consultations, and present tailored proposals to secure business and foster lasting relationships.