Remote Consultative Sales Specialist

Stratford Davis

Oklahoma

Remote

USD 90,000 - 150,000

Full time

2 days ago
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Benefits offered by this job

Pure commission
Schedule ownership
Direct mentorship
Health & life insurance
Performance travel

Job summary

Stratford Davis is seeking a Virtual Financial Advisor to educate families on protective and growth-oriented financial products in a 100% remote setting. You will drive prospecting, gather client inputs via video, and deliver tailored recommendations on life insurance, IUL, and annuities, while earning through a pure commission model.

Enjoy ownership of your schedule with mentorship from dedicated managers, plus access to health and life insurance options.

Qualifications

  • Willingness to learn and educate families on financial products.
  • Strong verbal communication and active listening skills.
  • Ability to work independently with a daily schedule.

Responsibilities

  • Prospect for new business through personal networking and inbound leads.
  • Assess client needs via video conference and gather key financial inputs.
  • Deliver clear, value-packed financial recommendations.
  • Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
  • Nurture account growth through regular satisfaction checks.
  • Engage in continuous professional development through online workshops.

Skills

Networking
Communication
Self-management
Prospecting

Job description

Cleveland, United States | Posted on 11/12/2026

Build a scalable remote practice on your own terms. As a Virtual Financial Advisor, you will educate families on protective and growth-oriented financial products. You bring the drive; we supply the training, scripts, and administrative infrastructure.

Key Responsibilities
  • Prospect for new business through personal networking and inbound leads.
  • Assess client needs via video conference and gather key financial inputs.
  • Deliver clear, value-packed financial recommendations.
  • Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
  • Nurture account growth through regular satisfaction checks.
  • Engage in continuous professional development through online workshops.
What You Bring
  • Authentic desire to empower everyday people financially.
  • Confident communication style with strong listening capabilities.
  • Motivated by goal-oriented, commission-only earning models.
  • Self-managed work habits suited to an independent daily schedule.
  • Open to candidates from all professional backgrounds.
Benefits & Compensation
  • Pure Commission Model: Earnings directly proportional to sales closed.
  • Schedule Ownership: Freedom to balance professional and personal commitments.
  • Direct Mentorship: Daily access to dedicated team managers.
  • Health & Life Insurance: Access to healthcare marketplaces and life policies.
  • Performance Travel: Opportunities to earn fully funded national trips.
Your Path to $100K+ Starts Right Here

Enjoy 100% remote flexibility, absolute schedule freedom, and unlimited income upside. Drive your effort toward a 6-figure income in 12 months—

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