Remote Financial Protection Sales Consultant – Uncapped

Stratford Davis; Washington; À distance; USD 50 000 - 100 000; Plein temps

Avantages offerts par ce poste

Training program

Mentorship program

Résumé du poste

Stratford Davis is seeking a virtual Financial Protection Sales Consultant to guide families toward financial security from home. This fully remote role offers flexible hours and a commission-based compensation structure, with training and ongoing mentorship to help you succeed.

Ideal candidates bring a service mindset and strong communication skills; prior sales or finance experience is a plus but not required.

Qualifications

• Desire to help families feel confident about their financial future.
• Clear communication and listening 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.

Responsabilités

• Hold virtual consultations by phone and video to learn about each client's family needs, savings, and concerns.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities in plain, easy-to-understand 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.

Connaissances

Communication

Time management

Sales mindset

Coachable

Outils

CRM

Description du poste

Stratford Davis is seeking a virtual Financial Protection Sales Consultant to guide families toward financial security from home. This fully remote role offers flexible hours and a commission-based compensation structure, with training and ongoing mentorship to help you succeed.

Ideal candidates bring a service mindset and strong communication skills; prior sales or finance experience is a plus but not required.