Remote Financial Protection Advisor - Uncapped Commission

Stratford Davis LLC; North Carolina; Remote; USD 40,000 - 75,000; Full time

Job summary

Stratford Davis LLC is expanding its virtual financial protection sales team. This fully remote role lets you work from home with flexible hours, training, tools, and mentorship to help families secure their financial future.

You will conduct virtual consultations, educate clients on life insurance, IUL, and annuities, and build personalized recommendations while guiding them through applications and follow-ups.

Qualifications

• Training, tools, and mentorship provided.
• Fully remote role with flexible hours.
• Prior sales or finance experience is a plus but not required.

Responsibilities

• Hold virtual consultations by phone and video to understand client needs.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and annuities.
• Build personalized recommendations matching client goals and budget.
• Support clients through applications and follow-ups.
• Maintain CRM notes and conduct regular client reviews.

Skills

Sales aptitude

Communication skills

Time management

Coachable attitude

Job description

Stratford Davis LLC is expanding its virtual financial protection sales team. This fully remote role lets you work from home with flexible hours, training, tools, and mentorship to help families secure their financial future.

You will conduct virtual consultations, educate clients on life insurance, IUL, and annuities, and build personalized recommendations while guiding them through applications and follow-ups.