Remote Customer Sales Representative

Stratford Davis; Baltimore (MD); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Fully remote role

Flexible hours

Uncapped commissions

Mentorship program

Pre-qualified leads

Job summary

Stratford Davis is seeking ambitious sales professionals to join our remote wealth-planning team. You will educate clients on life insurance, Indexed Universal Life (IUL), and annuities, and tailor strategies to their goals.

You’ll work with pre-screened, pre-qualified prospects, conduct virtual consultations, and present clear proposals to secure long-term relationships. Flexible 3–4 high-impact days weekly and ongoing coaching support your growth.

Qualifications

• Self-motivated professional seeking ownership, with turnkey corporate support.
• Proven ability to educate clients on life insurance products.
• Comfort with high-commission, remote work setup.

Responsibilities

• Collaborative development: Partnering with leaders in a cooperative team environment.
• Client education: Sell, educate, and present to clients on Life Insurance, IUL, and Annuities.
• Client needs assessment: Connect with pre-screened clients to evaluate financial goals and coverage needs.
• Virtual consultations: Conduct online meetings and phone consultations to advise prospective clients.
• Strategic planning: Develop custom financial protection and insurance strategies for individual goals.
• Portfolio presentation: Deliver clear proposals to secure business and build long-term client relationships.

Skills

Sales

Needs analysis

IUL knowledge

Annuities

Job description

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.