Remote Customer Sales Representative

Stratford Davis LLC; San Diego (CA); Remote; USD 80,000 - 200,000; Full time

Benefits offered by this job

Schedule autonomy

No cold calling

Extensive digital learning resources

Advanced sales platforms

Executive mentorship

Global excursions

Job summary

Stratford Davis LLC is seeking motivated professionals in San Diego to join a fast-growing team focused on wealth protection through indexed universal life, annuities, and life insurance.

The role emphasizes business ownership freedom within a turnkey corporate framework, with a performance-based compensation model and ongoing coaching. You will engage with pre-screened clients through virtual consultations and in-person meetings to deliver tailored financial solutions.

Qualifications

• Proven sales track record in financial services or insurance products.
• Strong communication and interpersonal skills for client engagements.
• Understanding of financial planning concepts beneficial.

Responsibilities

• Collaborate with senior leaders to drive sales strategy.
• Conduct clientNeeds assessment and tailor financial goals and coverage requirements.
• Lead virtual consultations and in-person meetings to advise prospects.
• Develop customized wealth-protection plans and insurance strategies.
• Present proposals clearly to secure new business and long-term relationships.

Skills

Sales experience

Communication skills

Financial planning awareness

Tools

CRM software

Job description

San Diego, United States | Posted on 10/29/2026

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 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.