Wealth Protection Sales Rep — Flexible Schedule & Mentorship

Stratford Davis LLC; Omaha (NE); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Flexible schedule

Pre-qualified leads

No-cost education

Global excursions and conferences

Executive mentorship

Job summary

Stratford Davis LLC in Omaha, NE seeks a self-motivated wealth advisor focused on ownership and high commission potential. You’ll engage with pre-screened clients to assess goals and tailor protective financial products.

Role emphasizes virtual consultations, strategic planning, and delivering confident proposals to build lasting client relationships. Expect extensive coaching and access to premium resources.

Qualifications

• Self-motivated professionals seeking ownership of their career.
• Experience with wealth-protection products is a plus.
• Strong communication and relationship-building skills required.

Responsibilities

• Collaborate with leaders in a cooperative team environment.
• Meet with pre-screened clients to assess goals and coverage needs.
• Conduct virtual consultations and phone meetings to advise clients.

Skills

Financial sales

Client needs assessment

Communication skills

Tools

CRM software

Proprietary tools

Job description

Stratford Davis LLC in Omaha, NE seeks a self-motivated wealth advisor focused on ownership and high commission potential. You’ll engage with pre-screened clients to assess goals and tailor protective financial products.

Role emphasizes virtual consultations, strategic planning, and delivering confident proposals to build lasting client relationships. Expect extensive coaching and access to premium resources.