Remote Customer Sales Representative

Stratford Davis; Pittsburgh (Allegheny County); Remote; USD 90,000 - 250,000; Full time

Benefits offered by this job

Unlimited digital learning resources

Executive mentorship

Flexible schedule

Job summary

Stratford Davis is seeking a remote, high-commission role in life insurance and financial planning. You’ll educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities, assess needs, and present tailored plans through virtual consultations and online meetings.

Join a fast-growing team praised for its culture, with flexible scheduling, no cold calling, and access to premier sales platforms and mentorship to help you build an uncapped earning potential while helping families

Qualifications

• Experience in selling life insurance or financial services.
• Ability to educate clients about IUL and annuities.
• Strong communication and client education skills.

Responsibilities

• Collaborate with leaders in a cooperative team.
• Sell, educate, and present life insurance, IUL, and annuities.
• Assess client needs and tailor protection plans.
• Conduct virtual consultations and phone meetings.
• Present clear proposals to secure new business and long-term relationships.

Skills

Sales experience

Financial services knowledge

Life Insurance products

Tools

Digital sales platforms

Job description

Pittsburgh, United States

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.