Remote Client Discovery Sales Representative

Stratford Davis

Las Vegas (NV)

Remote

USD 60,000 - 120,000

Full time

2 days ago
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Benefits offered by this job

Training provided
Collaborative team
Sales tools

Job summary

Stratford Davis in Las Vegas is seeking a Remote Client Discovery Sales Representative to turn conversations into informed decisions, focusing on Life Insurance, Indexed Universal Life (IUL), and Annuities. You will keep client priorities at the forefront and arrange the next steps with clarity.

The role is fully remote, offering training, mentorship, and the chance to build meaningful client relationships while earning commissions based on business placed.

Qualifications

  • Strong listening and questioning skills are essential.
  • Ability to conduct consultations remotely and clearly articulate options.
  • Self-directed, motivated, and capable of managing a remote workflow.
  • Excellent communication and follow-through in a client-facing role.

Responsibilities

  • Ask about the people, commitments, and goals households want to protect.
  • Present Life Insurance, Indexed Universal Life (IUL), and Annuities and relate options to client needs.
  • Prepare for phone and video appointments and provide clear answers.
  • Document recommendations, coordinate application details, and keep clients informed.
  • Follow up thoughtfully and bring questions back to mentors when needed.

Skills

Active listening
Questioning
Remote work
Self-directed
Follow-through
Consultative selling

Tools

CRM software
Digital sales tools

Job description

Remote Client Discovery Sales Representative

Las Vegas, United States | Posted on 11/10/2026

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.

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