Remote Client Discovery Sales Pro with Flexible Hours

Stratford Davis; Boston (MA); Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis in Boston leads clients through informed decisions on life insurance and retirement planning. This remote role offers high commissions and uncapped earnings for motivated pros who can guide conversations from initial questions to clear next steps.

As a Remote Client Discovery Sales Representative, you’ll work from anywhere with flexible hours, focusing on listening, qualifying needs, and presenting suitable options like Life Insurance, IUL, and Annuities to families seeking

Responsibilities

• Start with the story: Ask about the people, commitments, and goals each household wants to protect.
• Clarify the choices: Present Life Insurance, Indexed Universal Life (IUL), and Annuities, explaining how each option relates to the client's needs.
• Make meetings count: Prepare for phone and video appointments and leave clients with clear answers rather than jargon.
• Guide the decision: Document recommendations, coordinate application details, and keep clients informed through the next steps.
• Keep relationships active: Follow up thoughtfully and bring questions back to your mentors when additional guidance is needed.

Job description

Stratford Davis in Boston leads clients through informed decisions on life insurance and retirement planning. This remote role offers high commissions and uncapped earnings for motivated pros who can guide conversations from initial questions to clear next steps.

As a Remote Client Discovery Sales Representative, you’ll work from anywhere with flexible hours, focusing on listening, qualifying needs, and presenting suitable options like Life Insurance, IUL, and Annuities to families seeking