IUL Insurance Sales Pro — Flexible Schedule, Uncapped Pay

Stratford Davis LLC; San Francisco (CA); Remote; USD 90,000 - 180,000; Full time

Benefits offered by this job

Flexible schedule

Complimentary training and live COACH

Fully paid trips and industry events

Job summary

Stratford Davis LLC in San Francisco, CA, seeks a high-energy sales professional to specialize in wealth-preservation solutions, including indexed universal life, annuities, and life insurance. This role offers entrepreneurial freedom backed by a turnkey platform and uncapped commission upside.

You will collaborate with mentors, discover client needs, conduct virtual consultations, and present tailored strategies to close deals with nationwide clients.

Qualifications

• Experience in selling financial protection and wealth-planning solutions.
• Strong communication and presentation skills for video/phone consultations.
• Ability to identify client needs and tailor insurance/financial strategies.

Responsibilities

• Join a high-energy sales team with coaching and professional development.
• Engage pre-screened prospects to understand financial goals and protection gaps.
• Lead virtual consultations with prospective clients nationwide.
• Build tailored insurance and financial protection plans.
• Deliver proposals that win business and build lasting client relationships.

Skills

Sales experience

Communication

Financial services knowledge

Relationship building

Job description

Stratford Davis LLC in San Francisco, CA, seeks a high-energy sales professional to specialize in wealth-preservation solutions, including indexed universal life, annuities, and life insurance. This role offers entrepreneurial freedom backed by a turnkey platform and uncapped commission upside.

You will collaborate with mentors, discover client needs, conduct virtual consultations, and present tailored strategies to close deals with nationwide clients.