Remote Family Protection Sales Representative

Stratford Davis LLC; San Jose (CA); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Flexible Remote Schedule

Hands-On Sales Training

Qualified Leads

Growth Opportunities

Bonus incentives and health benefit 옵션

Job summary

Stratford Davis LLC is expanding its remote Family Protection Sales team and seeking friendly, driven individuals to educate families about life insurance and income protection from home. No finance or insurance background required; curiosity and consistency matter most.

Role involves handling virtual appointments, presenting protection options, guiding clients through applications, and cultivating referrals with strong service. Flexible remote schedule and growth opportunities available.

Qualifications

• Excellent communication and ability to explain ideas clearly.
• Self-motivated and capable of managing your own schedule from home.
• Willing to learn a proven sales process and work remotely.

Responsibilities

• Reach out to families who requested information about life insurance and income protection.
• Conduct virtual appointments by phone/video to assess needs and budget.
• Present term life, whole life, and Indexed Universal Life (IUL) options.
• Assist clients with applications and track delivery from approval to policy issuance.
• Follow up with clients and build a referral network through high-quality service.

Skills

Communication

Self-motivation

Coachable

People skills

Tools

CRM tools

Video conferencing

Job description

Remote Family Protection Sales Representative

San Jose, United States | Posted on 11/02/2026

Stratford Davis | Remote Family Protection Sales Representative

Every family deserves a plan that protects the people and income they depend on, yet many households have never had someone sit down and walk them through their options. Stratford Davis is expanding its remote sales team and is looking for friendly, driven individuals who want to help families put the right protection in place, all from the comfort of home. You do not need a background in finance or insurance; curiosity, consistency, and a genuine interest in people matter most.

What You Will Be Doing

• Reach out to families who have requested information about life insurance and income protection.
• Run friendly virtual appointments by phone and video to understand each household's needs, budget, and priorities.
• Present clear protection options, including term life, whole life, and Indexed Universal Life (IUL) coverage.
• Help clients complete applications and keep them informed from approval through policy delivery.
• Follow up with existing clients and build a steady referral network through excellent service.

Is This You?

• You enjoy talking with people and can explain ideas simply and honestly.
• You are self-motivated and can manage your own schedule while working from home.
• You are coachable and eager to learn a proven sales process.
• You have a reliable computer, a quiet workspace, and a stable internet connection.

What We Offer

• Flexible Remote Schedule: Work from home and set the hours that fit your life.
• Hands-On Sales Training: Scripts, CRM tools, and weekly coaching sessions with experienced team leaders.
• Qualified Leads: Spend your time helping families instead of cold calling.
• Growth Opportunities: Advance into senior sales and team leadership roles based on performance.
• Extra Rewards: Performance bonuses, incentive trips for top producers, and access to health benefit options.