Remote Insurance Strategy Sales Pro (Life/IUL/Annuities)

Stratford Davis; Oklahoma City (OK); Remote; USD 60,000 - 110,000; Full time

Job summary

Stratford Davis is seeking a Remote Insurance Strategy Sales Representative to help families protect income through Life Insurance, Indexed Universal Life (IUL), and Annuities. You’ll focus on discovery calls, design options, and guiding clients through next steps with coaching and a ready pipeline.

You'll work in a high-commission environment, with pre-interested prospects and a calendar you control. Remote, national scope, with growth opportunities and expert mentorship.

Qualifications

• Discovery Calls: Meet virtually with interested households to understand income, dependents, and long-term priorities.
• Coverage Mapping: Compare current protection, if any, against the gaps that would leave a family exposed.
• Product Conversations: Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Recommendation Design: Build straightforward options that match each client's timeline and comfort with risk.
• Follow-Through: Walk approved clients through next steps and stay available after the paperwork is complete.

Responsibilities

• Discovery Calls: Meet virtually with interested households to understand income, dependents, and long-term priorities.
• Coverage Mapping: Compare current protection, if any, against the gaps that would leave a family exposed.
• Product Conversations: Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Recommendation Design: Build straightforward options that match each client's timeline and comfort with risk.
• Follow-Through: Walk approved clients through next steps and stay available after the paperwork is complete.

Job description

Stratford Davis is seeking a Remote Insurance Strategy Sales Representative to help families protect income through Life Insurance, Indexed Universal Life (IUL), and Annuities. You’ll focus on discovery calls, design options, and guiding clients through next steps with coaching and a ready pipeline.

You'll work in a high-commission environment, with pre-interested prospects and a calendar you control. Remote, national scope, with growth opportunities and expert mentorship.