Remote Insurance & Financial Sales Pro - Flexible Schedule

Stratford Davis LLC; Jacksonville (FL); Remote; USD 80,000 - 200,000; Full time

Benefits offered by this job

Schedule Autonomy

Qualified Pipeline

No-Cost Education

State-of-the-Art Resources

Executive Mentorship

Elite Rewards

Job summary

Stratford Davis LLC seeks motivated professionals to educate clients on Life Insurance, IUL, and Annuities. You will assess client needs, conduct virtual consultations, and tailor financial strategies to individual goals.

Work in a high-energy, flexible environment with uncapped earning potential. The role emphasizes ownership, rigorous coaching, and direct career growth within a turnkey corporate framework.

Qualifications

• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Connect with pre-screened clients to evaluate financial goals and coverage needs.
• Deliver strategic financial protection and insurance recommendations to achieve client objectives.

Responsibilities

• Collaborate with leaders in a supportive team environment.
• Conduct virtual consultations and phone meetings with prospective clients.
• Present clear proposals to secure new business and build long-term relationships.

Skills

Client education

Sales

Financial planning

Virtual consultations

Prospect qualification

Tools

Digital sales platforms

CRM

Job description

Stratford Davis LLC seeks motivated professionals to educate clients on Life Insurance, IUL, and Annuities. You will assess client needs, conduct virtual consultations, and tailor financial strategies to individual goals.

Work in a high-energy, flexible environment with uncapped earning potential. The role emphasizes ownership, rigorous coaching, and direct career growth within a turnkey corporate framework.