Remote Insurance & Retirement Advisor — Six-Figure Commission

Stratford Davis; Seattle (WA); Remote; USD 90,000 - 230,000; Full time

Benefits offered by this job

Free Training & Tech

Travel Rewards

Flexible Hours

Six-Figure Earning Potential

Job summary

Stratford Davis is seeking ambitious, customer-focused individuals to launch a high-earning career in financial services from Seattle or remotely. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

Core responsibilities include meeting with warm leads, assessing goals, presenting options, and guiding clients through the CRM-driven sales process.

Qualifications

• Commission-based earnings with uncapped potential.
• Clear, empathetic verbal and written communication.
• Ability to stay organized while working remotely.
• Eagerness to learn and apply leadership feedback.

Responsibilities

• Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
• Assess & Present: Evaluate financial goals and present tailored insurance and annuity options.
• Manage Pipeline: Track interactions and guide clients through the sales process using our CRM.
• Build Relationships: Maintain post-sale contact to drive retention and client referrals.
• Stay Compliant: Keep up-to-date on product offerings and regulatory standards.

Skills

Strong Communicator

Self-Discipline

Coachability

Commission-Driven

Tools

CRM

Job description

Stratford Davis is seeking ambitious, customer-focused individuals to launch a high-earning career in financial services from Seattle or remotely. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

Core responsibilities include meeting with warm leads, assessing goals, presenting options, and guiding clients through the CRM-driven sales process.