Wealth Protection Sales Specialist — Flexible Schedule

Stratford Davis LLC; Chicago (IL); Remoto; USD 120.000 - 170.000; Tempo pieno

Vantaggi offerti da questo lavoro

Global excursions

Unlimited education

Executive mentorship

Advanced sales tools

Direct coaching

Descrizione del lavoro

Stratford Davis LLC is a Chicago-based firm accelerating growth in the insurance and financial planning sector. The role focuses on wealth-protection vehicles such as Indexed Universal Life, annuities, and life insurance, with ownership potential in a turnkey corporate framework.

Ideal candidates are self-motivated professionals seeking business ownership, joining a high-earnings, commission-based model with exceptional support and ongoing coaching.

Competenze

• Self-motivated professionals seeking business ownership.
• Ability to assess client needs and tailor strategies.
• Willingness to conduct virtual consultations and presentations.

Mansioni

• Collaborate with seasoned leaders to drive growth in a fast-paced team.
• Assess client needs and financial goals to tailor wealth-protection plans.
• Conduct virtual consultations and online meetings with prospective clients.
• Develop custom financial protection and insurance strategies.
• Deliver clear proposals to secure business and build long-term relationships.

Conoscenze

Self-motivated

Ownership mindset

Descrizione del lavoro

Stratford Davis LLC is a Chicago-based firm accelerating growth in the insurance and financial planning sector. The role focuses on wealth-protection vehicles such as Indexed Universal Life, annuities, and life insurance, with ownership potential in a turnkey corporate framework.

Ideal candidates are self-motivated professionals seeking business ownership, joining a high-earnings, commission-based model with exceptional support and ongoing coaching.