Remote Client Discovery & Insurance Solutions Sales

Stratford Davis; Oklahoma City (OK); À distance; USD 40 000 - 80 000; Plein temps

Résumé du poste

Stratford Davis is seeking a Remote Client Discovery Sales Representative to engage households in thoughtful conversations, uncover their protection goals, and present Life Insurance, Indexed Universal Life (IUL), and Annuities with clear, client-focused guidance. This commission-based role offers uncapped earnings and the flexibility to work remotely from anywhere with a reliable connection.

You’ll transform initial conversations into informed decisions by asking about people, commitments, and

Qualifications

• Experience selling financial or insurance services remotely is preferred.
• Ability to build rapport and guide customers through decision-making.
• Strong listening and presentation skills.

Responsabilités

• Initiate conversations with households and identify priorities.
• Explain Life Insurance, Indexed Universal Life (IUL), and Annuities, linking options to client needs.
• Prepare for and conduct phone/video appointments with clarity and no jargon.
• Document recommendations and coordinate application steps with clients.
• Follow up and seek guidance from mentors to close opportunities.

Connaissances

Remote sales

Consultative selling

Communication

Questioning

Outils

CRM software

Description du poste

Stratford Davis is seeking a Remote Client Discovery Sales Representative to engage households in thoughtful conversations, uncover their protection goals, and present Life Insurance, Indexed Universal Life (IUL), and Annuities with clear, client-focused guidance. This commission-based role offers uncapped earnings and the flexibility to work remotely from anywhere with a reliable connection.

You’ll transform initial conversations into informed decisions by asking about people, commitments, and