Remote Financial Solutions Associate (Commission-Only)

Stratford Davis; San Jose (CA); Remote; USD 90,000 - 200,000; Full time

Benefits offered by this job

Training provided

Remote work

Mentorship and flexible hours

Job summary

Stratford Davis is seeking self-driven individuals for a fully remote sales role in the financial protection industry. You will consult with pre-screened prospects, analyze client needs, and present tailored life insurance and annuity solutions.

Enjoy mentorship, robust digital tools, and a turnkey system with no cold calling. Training is provided, with flexible hours and a remote setup that allows you to work from anywhere.

Responsibilities

• Team Collaboration: Work closely alongside experienced leaders within a supportive, high-energy virtual network.
• Client Needs Analysis: Consult with pre-screened prospects to identify their unique financial priorities and protection gaps.
• Digital Consultations: Lead professional phone and video calls to advise potential clients on tailored solutions.
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Strategic Plan Design: Draft custom financial security strategies aligned with long-term client goals.
• Solution Presentations: Deliver confident product walkthroughs to secure new business and build trusted partnerships.

Job description

Stratford Davis is seeking self-driven individuals for a fully remote sales role in the financial protection industry. You will consult with pre-screened prospects, analyze client needs, and present tailored life insurance and annuity solutions.

Enjoy mentorship, robust digital tools, and a turnkey system with no cold calling. Training is provided, with flexible hours and a remote setup that allows you to work from anywhere.