Remote Insurance Sales Specialist – Flexible Schedule

Stratford Davis LLC; Texas; Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Flexible schedule

Training included

Premium CRM tools

Incentive trips

Remote work

Job summary

Stratford Davis LLC in Dallas, United States, is expanding its fully remote sales team. You will work from home guiding clients through financial decisions on Life Insurance, Indexed Universal Life, and Annuities using warm, pre-qualified leads.

No cold calling—build trusted relationships and manage the end-to-end sales process with our CRM tools. The role offers flexible scheduling (3–4 days/week), world-class training, and incentive trips based on performance.

Qualifications

• Excellent communication skills for remote sales.
• Ability to work independently with warm pre-screened leads.
• Comfort with consultative selling of financial products.

Responsibilities

• Guide clients through financial decisions from home.
• Sell Life Insurance, IULs, and Annuities with warm leads.
• Manage client relationships and follow a full sales cycle.
• Presentations via virtual sessions and CRM tracking.
• Close sales and maintain accurate activity in CRM.

Skills

Strong communicators

Self-motivated

Growth mindset

Relationship builders

Remote sales experience (helpful)

Tools

CRM software

Job description

Stratford Davis LLC in Dallas, United States, is expanding its fully remote sales team. You will work from home guiding clients through financial decisions on Life Insurance, Indexed Universal Life, and Annuities using warm, pre-qualified leads.

No cold calling—build trusted relationships and manage the end-to-end sales process with our CRM tools. The role offers flexible scheduling (3–4 days/week), world-class training, and incentive trips based on performance.