Remote Family Protection Sales Specialist

Stratford Davis; San Diego (CA); Remote; USD 45,000 - 80,000; Full time

Benefits offered by this job

Flexible Remote

Sales Training

Qualified Leads

Growth Opportunities

Rewards

Job summary

Stratford Davis is expanding its remote family protection sales team and seeks friendly, driven individuals who want to help families choose protection plans from home. You do not need a finance or insurance background; curiosity, consistency, and people skills matter most.

The role focuses on reaching out to families, conducting virtual appointments, presenting term life, whole life, and IUL options, and guiding clients from application through policy delivery.

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.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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 setup

CRM tools

Job description

Stratford Davis is expanding its remote family protection sales team and seeks friendly, driven individuals who want to help families choose protection plans from home. You do not need a finance or insurance background; curiosity, consistency, and people skills matter most.

The role focuses on reaching out to families, conducting virtual appointments, presenting term life, whole life, and IUL options, and guiding clients from application through policy delivery.