Remote Customer Sales Representative

Stratford Davis LLC; Seattle (WA); Remote; USD 70,000 - 150,000; Full time

Job summary

Stratford Davis LLC in Seattle seeks self-motivated financial professionals to sell wealth-preservation products including Indexed Universal Life, annuities and life insurance. You’ll work within a turnkey corporate framework, with ongoing coaching and a flexible schedule centered on 3–4 high-impact workdays.

This high-commission role rewards your performance with uncapped earning potential, direct access to pre-qualified prospects, modern sales tools, and global incentives.

Qualifications

• Experience selling wealth protection products (IUL/annuities) preferred.
• Strong communication and client-facing presentation skills.
• Ability to work independently within a turnkey framework.

Responsibilities

• Prospect and qualify clients from pre-screened pipeline.
• Present tailored wealth protection strategies via virtual/in-person meetings.
• Close new business and build long-term client relationships.

Skills

Client prospecting

Financial planning

Sales presentations

Communication

Mentorship access

Tools

CRM software

Financial planning software

Job description

Seattle, United States

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.