Remote Financial Protection Consultant — Flexible Hours

Stratford Davis; Nashville (TN); Remote; USD 60,000 - 90,000; Full time

Job summary

Stratford Davis is expanding its virtual financial protection team and seeks motivated, people-first individuals to guide clients toward a secure future from home. Expect to start in a fully remote role with training, tools, and mentorship to succeed.

You will conduct virtual consultations, explain life insurance, IUL, and annuities in plain language, build personalized recommendations, and support clients through applications.

Qualifications

• Prior sales or finance experience is a plus but not required.
• Self-discipline and strong time management in a work-from-home setting.
• Warm, clear communication and the ability to listen before you recommend.

Responsibilities

• Held virtual consultations by phone and video to learn client needs and goals.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities in plain language.
• Build personalized recommendations that match goals and budgets.
• Support clients through applications and follow-ups so each step feels simple.
• Keep accurate CRM notes and stay in touch with clients through reviews and referrals.

Skills

Sales experience

Communication skills

Time management

Coachable

Customer service

Job description

Stratford Davis is expanding its virtual financial protection team and seeks motivated, people-first individuals to guide clients toward a secure future from home. Expect to start in a fully remote role with training, tools, and mentorship to succeed.

You will conduct virtual consultations, explain life insurance, IUL, and annuities in plain language, build personalized recommendations, and support clients through applications.