Remote Insurance Sales Pro, Flexible Schedule

Stratford Davis; San Diego (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Training and mentorship

Pre-screened prospects

Job summary

Stratford Davis is a San Diego-based insurance and financial planning firm offering fully remote roles with flexible scheduling. You will conduct nationwide conversations via video and phone, discover clients' protection needs, educate them on life insurance, IUL, and annuities, and provide clear, actionable recommendations.

Training and mentorship are provided, with uncapped earning potential. The role emphasizes independence and support, with a focus on helping families achieve their financial

Responsibilities

• Nationwide conversations: Meet households by video and phone from any location.
• Goal discovery: Listen closely to what each family wants to protect and what they hope to build.
• Client education: Educate clients on life insurance, indexed universal life (IUL), and annuities.
• Clear recommendations: Turn conversations into straightforward options they can understand.
• Thoughtful follow-up: Stay present after the decision so clients feel supported, not rushed.

Job description

Stratford Davis is a San Diego-based insurance and financial planning firm offering fully remote roles with flexible scheduling. You will conduct nationwide conversations via video and phone, discover clients' protection needs, educate them on life insurance, IUL, and annuities, and provide clear, actionable recommendations.

Training and mentorship are provided, with uncapped earning potential. The role emphasizes independence and support, with a focus on helping families achieve their financial