Remote Customer Sales Representative

Stratford Davis; Austin (TX); Remote; USD 60,000 - 140,000; Full time

Benefits offered by this job

Flexible hours

Remote work from anywhere

Mentorship

Job summary

Stratford Davis in Austin, TX seeks motivated financial professionals to join a high-commission, fully remote team. You will educate clients on Life Insurance, IUL, and Annuities, meeting pre-screened prospects and conducting virtual consultations.

The role emphasizes ownership of your path, uncapped earnings, flexible hours, and access to advanced sales tools and mentorship. If you excel in consultative selling and want to build a business within a turnkey framework, this opportunity welcomes

Qualifications

• Experience selling life insurance products such as IUL and annuities.
• Ability to educate and guide clients through financial planning options.
• Strong consultative selling skills with a client-centered approach.

Responsibilities

• Sell, educate, and present life insurance, IUL, and annuities to clients.
• Assess client needs and tailor protection and planning recommendations.
• Conduct virtual consultations via video call and phone.
• Develop personalized financial protection strategies for clients.
• Present proposals clearly to secure new business and build relationships.
• Collaborate with leadership to optimize client outcomes.

Skills

Life insurance sales

IUL knowledge

Client education

Consultative selling

Remote work

Tools

CRM software

Job description

Austin, United States | Posted on 11/11/2026

We are an accelerating force in the insurance and financial planning sector, celebrated for our drive, supportive atmosphere, and dedication to quality. Honored twice by Entrepreneur Magazine for our outstanding organizational environment, we consistently boast exceptional candidate feedback and high ratings across Glassdoor and Indeed. Furthermore, our proven market growth has earned us a distinguished position on the Inc. 5000 list for six consecutive years, alongside a recent feature in Forbes highlighting our innovative approach and industry leadership.

What You’ll Do

• As a member of our high-energy team, you will benefit from continuous coaching and professional development designed to elevate your career. Your daily responsibilities will include:
• Collaborative Development: Partnering with seasoned leaders within an encouraging and cooperative team environment.
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Client Needs Assessment: Connecting with pre-screened clients to evaluate their financial goals and coverage requirements.
• Virtual Consultations: Conducting professional online meetings and phone consultations to advise prospective clients.
• Strategic Planning: Developing custom financial protection and insurance strategies tailored to individual client objectives.
• Portfolio Presentation: Delivering clear, confident proposals to secure business and establish long-term client relationships.

What Makes Us Different

• We prioritize strategic effort over sheer grind. Here is how we stand out from the competition:
• Schedule Autonomy: Enjoy flexibility over your calendar, typically structured around 3 to 4 high-impact workdays weekly.
• Qualified Pipeline: Benefit from zero cold calling through direct access to a steady stream of interested, pre-qualified prospects.
• No-Cost Education: Gain unlimited access to extensive digital learning libraries and real-time professional guidance.
• State-of-the-Art Resources: Utilize complimentary, advanced digital sales platforms and proprietary technology tools.
• Executive Mentorship: Master your craft through structured, direct coaching alongside experienced industry authorities.

Role Overview

• Product Focus: This position centers on delivering key wealth-preservation vehicles, including Indexed Universal Life (IUL), annuities, and essential life insurance.
• Ideal Candidate: This opportunity is engineered for self-motivated professionals seeking the freedom of business ownership, backed by an established, turnkey corporate framework.
• Compensation Structure: Operating on a high commission-only model, this position leverages a performance-based earning structure where your overall compensation is directly aligned with the results you generate.
• If you are eager to claim ownership of your professional path, unlock uncapped earning potential, and make a lasting difference in the lives of families, we want to meet you.

Training is provided with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours, rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.