Remote Financial Protection Consultant — Uncapped Commission

Stratford Davis LLC

Chicago (IL)

Remote

USD 60,000 - 120,000

Full time

2 days ago

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Benefits offered by this job

Fully remote

Flexible hours

Mentorship program

Sales training and coaching

Job summary

Stratford Davis LLC in the United States is seeking a Virtual Financial Protection Sales Consultant to join a fully remote team. You will conduct virtual consultations, educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities, and craft personalized recommendations.

Training, ongoing mentorship, and weekly coaching support your growth from home. The role offers flexible hours and uncapped commissions, with performance driving advancement into senior consultant and

Qualifications

Warm, clear communication skills and the ability to listen before you recommend.
Self-discipline and strong time management in a work-from-home setting.
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 about each client's needs and concerns.
Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities in plain language.
Build personalized recommendations that match each client's goals and budget.
Support clients through applications and follow-ups so every step feels simple and stress-free.
Keep accurate notes in our CRM and stay in touch with clients through regular reviews and referrals.