Remote Financial Protection Consultant - Commission-Only, Flexible Hours

Stratford Davis LLC; Phoenix (AZ); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Structured training

Advancement opportunities

Job summary

Stratford Davis in the United States is seeking a Virtual Financial Protection Sales Consultant to guide families toward a more secure future. This fully remote role allows you to set your own hours while helping clients with life insurance, IUL, and annuities.

You will learn through structured training and weekly coaching, with mentorship to grow into senior consultant or leadership positions based on results.

Qualifications

• Desire to help families and individuals with financial protection.
• Warm, clear communication and active listening.
• Self-discipline and time management for a work-from-home role.
• Coachable, goal-driven attitude; prior sales or finance experience is a plus but not required.

Responsibilities

• Hold virtual consultations by phone and video to learn client needs and goals.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities in simple terms.
• Build personalized recommendations that fit client budgets and goals.
• Support clients through applications and follow-ups for a smooth process.
• Maintain accurate notes in the CRM and follow up with reviews and referrals.

Skills

Sales experience

Communication skills

Time management

Coachable mindset

Job description

Stratford Davis in the United States is seeking a Virtual Financial Protection Sales Consultant to guide families toward a more secure future. This fully remote role allows you to set your own hours while helping clients with life insurance, IUL, and annuities.

You will learn through structured training and weekly coaching, with mentorship to grow into senior consultant or leadership positions based on results.