Remote Client Discovery Sales - Flexible Hours

Stratford Davis; Seattle (WA); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Remote work with flexible hours

Training provided

Mentorship and team collaboration

Digital sales resources for follow-up

Job summary

Stratford Davis is seeking a Remote Client Discovery Sales Representative to engage households in insurance and financial planning discussions. You will guide clients from initial conversation to informed decisions, focusing on their priorities and needs.

This remote role offers flexible hours, uncapped commissions, and structured mentorship. Successful candidates will manage appointments, follow-up effectively, and document recommendations to move prospects toward enrollment.

Responsibilities

• Start conversations with households to understand needs and goals.
• Explain Life Insurance, Indexed Universal Life (IUL), and Annuities in clear terms.
• Prepare for phone/video meetings and provide clear next steps to clients.
• Document recommendations and coordinate application details with clients.

Job description

Stratford Davis is seeking a Remote Client Discovery Sales Representative to engage households in insurance and financial planning discussions. You will guide clients from initial conversation to informed decisions, focusing on their priorities and needs.

This remote role offers flexible hours, uncapped commissions, and structured mentorship. Successful candidates will manage appointments, follow-up effectively, and document recommendations to move prospects toward enrollment.