Remote Client Clarity Sales Representative

Stratford Davis; San Diego (CA); Remote; USD 70,000 - 150,000; Full time

Job summary

Stratford Davis in San Diego is seeking a Remote Client Clarity Sales Representative to guide households through Life Insurance, Indexed Universal Life (IUL), and Annuities with needs-led conversations.

This remote role offers flexible hours and commission-based compensation with uncapped earnings potential. You will educate clients and tailor solutions to their priorities while organizing focused consultations and next steps.

Qualifications

• This role suits thoughtful communicators who are organized, coachable, and comfortable taking initiative.

Responsibilities

• Build a useful starting point: Discuss current protection, family commitments, and the decisions clients are weighing.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities, connecting each explanation to their priorities.
• Turn complexity into a clear comparison: Prepare focused phone and video consultations that help people weigh appropriate options.
• Keep momentum without pressure: Record questions, explain application steps, and follow through on agreed actions.
• Refine your approach: Review conversations with mentors and put feedback into practice.

Job description

Remote Client Clarity Sales Representative

San Diego, United States

Important financial decisions deserve an understandable conversation. Our insurance and financial planning firm brings that belief to the households we serve and the people we develop. Entrepreneur Magazine has honored our workplace twice; Glassdoor and Indeed ratings reflect a highly regarded team environment. Six consecutive years on the Inc. 5000 list and a Forbes feature also recognize our growth and industry leadership.

What You'll Do

Your job is to make the next step easier to understand. Rather than overwhelm a client with information, you will organize the conversation around the questions that matter to that household.

• Build a useful starting point: Discuss current protection, family commitments, and the decisions clients are weighing.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities, connecting each explanation to their priorities.
• Turn complexity into a clear comparison: Prepare focused phone and video consultations that help people weigh appropriate options.
• Keep momentum without pressure: Record questions, explain application steps, and follow through on agreed actions.
• Refine your approach: Review conversations with mentors and put feedback into practice.

What Makes Us Different

A productive career does not have to revolve around a commute or a fixed desk schedule. This remote opportunity lets you work from anywhere with a reliable connection and organize flexible hours instead of a typical 8-to-5 job.

• Training provided: Build product knowledge and consultation skills with structured guidance.
• Coaching that stays practical: Work through real questions with experienced colleagues.
• Digital organization: Keep appointments, notes, and follow-up activity connected through sales tools.
• Independent rhythm, shared learning: Own your daily activity while staying connected to a collaborative team.

Role Overview

This role suits thoughtful communicators who are organized, coachable, and comfortable taking initiative. You will offer Life Insurance, Indexed Universal Life (IUL), and Annuities through needs-led client conversations.

The compensation opportunity is high and commission-only. Commissions are based on the business you place, with uncapped commission potential for motivated professionals who develop their skills and follow through consistently.