Remote Insurance Strategy Pro — High Commission & Mentors

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

Job summary

Stratford Davis is seeking a Remote Insurance Strategy Sales Representative to engage pre-qualified households in focused conversations and design coverage options around Life Insurance, Indexed Universal Life, and Annuities.

You’ll work with a modern sales stack, leverage coaching and a ready pipeline, and have control over your calendar. Compensation is commission-based with uncapped upside, rewarding preparation and client care.

Qualifications

• Independent, coachable professionals who want ownership of their book.
• Ability to manage own calendar and productivity.
• Willingness to engage with pre-qualified leads and a coaching ecosystem.

Responsibilities

• Discovery Calls: Meet virtually with interested households to understand income, dependents, and long-term priorities.
• Coverage Mapping: Compare current protection against gaps.
• Product Conversations: Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Recommendation Design: Build straightforward options matching timelines and risk.
• Follow-Through: Guide clients through next steps after paperwork.

Job description

Stratford Davis is seeking a Remote Insurance Strategy Sales Representative to engage pre-qualified households in focused conversations and design coverage options around Life Insurance, Indexed Universal Life, and Annuities.

You’ll work with a modern sales stack, leverage coaching and a ready pipeline, and have control over your calendar. Compensation is commission-based with uncapped upside, rewarding preparation and client care.