Remote Financial Protection Consultant Uncapped Commissions

Stratford Davis LLC; Orlando (FL); Remote; USD 40,000 - 90,000; Full time

Job summary

Stratford Davis is seeking a Virtual Financial Protection Sales Consultant to help families secure their futures from home. This full-remote role offers flexible hours and a structured training program with mentorship to succeed in a commission-based environment.

You will conduct virtual consultations, explain life insurance, IUL, and annuity options in clear terms, and craft personalized recommendations. CRM notes and client follow-ups are essential parts of the role.

Qualifications

• Active Life & Health license, or willingness to obtain one.
• Strong communication and listening skills.
• Self-discipline and time management for remote work.

Responsibilities

• Hold virtual consultations by phone and video to learn client needs.
• Explain financial protection options such as life insurance, Indexed Universal Life (IUL), and annuity strategies in plain language.
• Build personalized recommendations that match each client's goals and budget.
• Support clients through applications and follow-ups so the process is simple and stress-free.
• Keep accurate notes in our CRM and stay in touch with clients through reviews and referrals.

Skills

Warm communication

Active listening

Time management

Self-discipline

Sales or finance experience (plus)

Education

Life & Health license (active or willing to obtain)

Tools

CRM experience

Job description

Stratford Davis is seeking a Virtual Financial Protection Sales Consultant to help families secure their futures from home. This full-remote role offers flexible hours and a structured training program with mentorship to succeed in a commission-based environment.

You will conduct virtual consultations, explain life insurance, IUL, and annuity options in clear terms, and craft personalized recommendations. CRM notes and client follow-ups are essential parts of the role.