Remote Client Discovery Sales Representative

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

Remote Client Discovery Sales Representative

Boston, United States

We help households approach insurance and financial planning with clearer information and a practical next step. Our firm has been honored twice by Entrepreneur Magazine for its workplace environment, receives high ratings on Glassdoor and Indeed, and has earned a place on the Inc. 5000 list for six consecutive years. A feature in Forbes also recognizes our approach to growth and industry leadership.

What You'll Do

A useful recommendation starts with a thoughtful question. As a Remote Client Discovery Sales Representative, you will turn an initial conversation into an informed decision, keeping the client's priorities at the center.

• 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.

What Makes Us Different

Build your working day around purposeful conversations, not a commute or a desk clock. This is a fully remote role: work from anywhere with a reliable connection, choose flexible hours, and step away from the typical 8-to-5 routine.

• Training provided: Learn the products and consultation process with structured guidance and ongoing mentorship.
• A connected team: Exchange ideas with experienced colleagues while retaining ownership of your activity.
• Tools for follow-through: Use digital sales resources to organize appointments, notes, and client communications.
• Space to improve: Develop your listening and presentation skills through coaching and consistent practice.

Role Overview

This opportunity suits curious, self-directed people who value careful listening and dependable follow-through. The role offers Life Insurance, Indexed Universal Life (IUL), and Annuities, with client needs guiding each recommendation.

Compensation is high and commission-only, with uncapped commissions based on the business you place. Your results determine your commissions, giving motivated professionals room to grow without an earnings ceiling.