Remote Insurance & Financial Sales Associate

Stratford Davis; Oklahoma City (OK); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Home-based flexibility

Live coaching and mentorship

Free sales/lead platforms

Entry-level courses

Job summary

Stratford Davis is seeking an entry-level associate to engage inbound insurance leads and move ready prospects through the sales process. You will present Life Insurance, IUL, and Annuities, educate clients on product differences, and host professional virtual meetings.

The role offers home-based flexibility with 3–4 focused days, no cold calling, and strong mentorship. Compensation is commission-only with uncapped earnings and ongoing coaching.

Responsibilities

• Engage pre-qualified leads promptly and book consultation slots.
• Qualify interest: timeline, motivation, and household priorities.
• Present Life Insurance, Indexed Universal Life (IUL), and Annuities to engaged leads while educating them on how each product works.
• Host professional virtual meetings that balance curiosity with clarity.
• Coordinate handoffs and follow-ups so no warm lead goes cold.
• Share feedback with mentors so messaging and scripts keep improving.

Skills

Inbound lead engagement

Coachable

Communication skills

Sales mindset

Tools

CRM software

Lead platforms

Job description

Stratford Davis is seeking an entry-level associate to engage inbound insurance leads and move ready prospects through the sales process. You will present Life Insurance, IUL, and Annuities, educate clients on product differences, and host professional virtual meetings.

The role offers home-based flexibility with 3–4 focused days, no cold calling, and strong mentorship. Compensation is commission-only with uncapped earnings and ongoing coaching.