Remote Client Discovery Sales Representative

Stratford Davis; Oklahoma City (OK); Remote; USD 40,000 - 80,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Remote sales

Consultative selling

Communication

Questioning

Tools

CRM software

Job description

Remote Client Discovery Sales Representative

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.