Remote Customer Sales Representative

Stratford Davis; Chicago (IL); Remote; USD 90,000 - 180,000; Full time

Benefits offered by this job

Elite rewards: fully compensated, all‑

Job summary

Stratford Davis LLC in Chicago seeks a self-motivated financial professional to partner with leaders and engage pre-screened clients. You will assess goals, conduct virtual consultations, and craft wealth-protection strategies including IUL, annuities, and life insurance.

The role offers a commission-based earnings model with uncapped potential and a turnkey corporate framework designed to empower ambitious producers to own their path.

Qualifications

• Experience in wealth planning or insurance sales is preferred.
• Ability to assess client financial goals and tailor strategies.
• Strong communication and presentation skills.

Responsibilities

• Collaborate with leaders in a high-energy team environment.
• Engage with pre-screened clients to assess needs and goals.
• Conduct virtual consultations and phone meetings to advise prospects.
• Develop custom financial protection and insurance strategies.
• Present proposals clearly to secure business and foster long-term relationships.

Skills

Financial planning

Client needs assessment

Virtual consultations

Sales & relationship building

Tools

CRM software

Job description

Chicago, United States | Posted on 10/31/2026

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 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.
  
• Elite Rewards: Qualify for fully compensated, annual global excursions and conferences designed for our leading producers.
  

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-based 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.