Job DescriptionAbout the Opportunity
Stratford Davis is seeking motivated professionals to join our expanding virtual sales organization. This role is ideal for individuals who enjoy working with people, are motivated by results, and want to build a long-term career in financial services.
You will play a key role in helping clients secure their financial future by providing tailored insurance and retirement solutions.
Responsibilities
- Connect with inbound, pre-qualified leads (no cold calling required)
- Conduct virtual consultations to assess client needs and goals
- Recommend appropriate financial products such as life insurance and annuities