Remote Family Protection Sales Specialist

Stratford Davis LLC; New York (NY); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Remote work

Sales training

Qualified leads

Career growth

Bonuses & trips

Health options

Job summary

Stratford Davis is expanding its remote family protection sales team and seeks friendly, driven individuals to help families from home. Prior background in finance is not required; curiosity, consistency, and people skills matter most.

You will conduct virtual appointments, present term, whole life, and IUL options, and guide clients from application to policy delivery while building referrals and a steady book of business.

Qualifications

• 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.

Responsibilities

• 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.

Skills

People skills

Self-motivation

Coachable

Home office

Clear communication

Tools

CRM tools

Video calls

Job description

Stratford Davis is expanding its remote family protection sales team and seeks friendly, driven individuals to help families from home. Prior background in finance is not required; curiosity, consistency, and people skills matter most.

You will conduct virtual appointments, present term, whole life, and IUL options, and guide clients from application to policy delivery while building referrals and a steady book of business.