Remote Customer Sales Representative

Stratford Davis; Washington; Hybrid; USD 90,000 - 180,000; Full time

Benefits offered by this job

Schedule autonomy

Qualified pipeline

No-cost education

Advanced platforms

Executive mentorship

Global excursions

Job summary

Stratford Davis in Washington is seeking ambitious financial professionals to own their client portfolio, focusing on wealth-preservation solutions such as Indexed Universal Life, annuities, and life insurance within a turnkey corporate framework.

This role offers a high-commission structure with no cap, plus flexible scheduling, access to pre-qualified prospects, and ongoing coaching to help you build lasting client relationships and a prosperous practice.

Qualifications

• Collaborative development with leaders in a cooperative team environment.
• Client needs assessment with pre-screened clients to evaluate goals and coverage.
• Virtual consultations via online meetings and phone to advise prospective clients.
• Develop custom wealth-protection and insurance strategies for individual objectives.
• Deliver clear, confident proposals to secure business and build long-term relationships.

Responsibilities

• 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.

Job description

Washington, United States | Posted on 09/01/2026

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.