Remote Financial Protection Sales Consultant | Flexible Hours

Stratford Davis; Minneapolis (MN); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Fully remote role

Flexible hours

Coaching and training

Job summary

Stratford Davis in Minneapolis, MN is seeking a Virtual Financial Protection Sales Consultant. This fully remote role lets you set your own hours and focus on life insurance and financial protection.

You will hold virtual consultations, educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities, and build personalized recommendations while guiding applications and maintaining CRM notes.

Qualifications

• Warm, clear communication skills
• Ability to listen before you recommend
• Self-discipline and time management in a work-from-home setting

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.
• Build personalized recommendations matching client goals and budget.
• Support clients through applications and follow-ups; maintain CRM notes.

Job description

Stratford Davis in Minneapolis, MN is seeking a Virtual Financial Protection Sales Consultant. This fully remote role lets you set your own hours and focus on life insurance and financial protection.

You will hold virtual consultations, educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities, and build personalized recommendations while guiding applications and maintaining CRM notes.