Remote Account Sales Pro | Flexible Schedule & Earnings

Stratford Davis; Seattle (WA); Remote; USD 60,000 - 110,000; Full time

Benefits offered by this job

Flexible workweek

Warm leads provided

Full training and coaching

Premium sales tools and CRM access

Job summary

Stratford Davis is expanding its fully remote sales team in the United States, offering a flexible, work-from-home career focused on Life Insurance, Indexed Universal Life, and Annuities. You’ll work with pre-qualified leads, guide clients through financial decisions, and manage the full sales cycle from initial contact to policy implementation.

The role emphasizes strong communication, self-motivation, and relationship-building, with world-class training, premium tools, and ongoing mentorship.

Qualifications

• Clear and confident communicator capable of remote advisory sales.
• Self-motivated with ownership of daily schedule and results.
• Growth mindset with continual learning and goal-driven attitude.
• Ability to build trust and long-term client relationships in a consultative manner.
• Sales experience is helpful, but the role includes comprehensive training.

Responsibilities

• Guide clients through important financial decisions from home.
• Connect virtually with pre-qualified, warm leads (no cold calling).
• Manage client relationships with consultative conversations.
• Analyze client needs to tailor life insurance, IULs, and annuities.
• Lead virtual presentations to educate clients on products.
• Handle end-to-end sales from initial contact to policy implementation.
• Maintain CRM records and track client interactions using company systems.

Skills

Strong communicators

Self-motivated

Growth mindset

Relationship builder

Sales experience preferred

CRM proficiency

Tools

CRM

Job description

Stratford Davis is expanding its fully remote sales team in the United States, offering a flexible, work-from-home career focused on Life Insurance, Indexed Universal Life, and Annuities. You’ll work with pre-qualified leads, guide clients through financial decisions, and manage the full sales cycle from initial contact to policy implementation.

The role emphasizes strong communication, self-motivation, and relationship-building, with world-class training, premium tools, and ongoing mentorship.