Wealth-Protection Sales Pro—Flexible Schedule

Stratford Davis LLC; Atlanta (GA); Remote; USD 120,000 - 250,000; Full time

Benefits offered by this job

Global excursions

Annual conferences

Executive mentorship

Fully compensated travel

Job summary

Stratford Davis LLC, based in Atlanta, is recruiting self-motivated financial professionals who can thrive in a turnkey framework. The role emphasizes collaboration with experienced leaders and direct client engagement to assess needs and provide expert financial protection and insurance strategies.

You will conduct virtual consultations, deliver tailored proposals, and work toward building lasting client relationships in a high-commission environment with ownership potential.

Qualifications

• Self-motivated professionals seeking business ownership in a turnkey corporate framework.
• Ability to engage with pre-screened clients to determine financial goals and coverage needs.

Responsibilities

• Collaborative development with seasoned leaders in a supportive team environment.
• Conducting virtual meetings and phone consultations to advise prospective clients.
• Developing customized financial protection and insurance strategies for individual client objectives.
• Delivering clear, confident proposals to secure business and build long-term client relationships.

Skills

Collaborative development

Client needs assessment

Virtual consultations

Strategic planning

Portfolio presentations

Job description

Stratford Davis LLC, based in Atlanta, is recruiting self-motivated financial professionals who can thrive in a turnkey framework. The role emphasizes collaboration with experienced leaders and direct client engagement to assess needs and provide expert financial protection and insurance strategies.

You will conduct virtual consultations, deliver tailored proposals, and work toward building lasting client relationships in a high-commission environment with ownership potential.