Remote Financial Protection Sales Pro | Flexible Hours

Stratford Davis; Austin (TX); Remote; USD 40,000 - 100,000; Full time

Job summary

Stratford Davis is seeking a remote Financial Protection Sales Consultant to guide clients toward secure financial futures. No strict prior sales experience is required as comprehensive training, mentorship, and tools are provided, with the ability to work from home and set your own hours.

You will conduct virtual consultations, educate clients on life insurance and annuities, and build personalized plans that fit budgets.

Qualifications

• Desire to help families and individuals feel confident about their financial future.
• Warm, clear communication skills and the ability to listen.
• 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 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.

Job description

Stratford Davis is seeking a remote Financial Protection Sales Consultant to guide clients toward secure financial futures. No strict prior sales experience is required as comprehensive training, mentorship, and tools are provided, with the ability to work from home and set your own hours.

You will conduct virtual consultations, educate clients on life insurance and annuities, and build personalized plans that fit budgets.