Remote Insurance Strategy Sales Representative

Stratford Davis LLC; North Carolina; Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis LLC is seeking a Remote Insurance Strategy Sales Representative in the United States to engage in focused client conversations, assess needs, and present tailored life insurance, IUL, and annuity solutions. The role emphasizes a calendar that prioritizes advisory time, mentors, and pre-interested prospects to optimize the sales process.

The position offers a remote sales career with coaching, a defined pipeline, and opportunities to travel to conferences for top performers.

Qualifications

• Excellent client-facing communication and listening skills.
• Ability to build trust and manage relationships over time.
• Comfort with high-commission compensation structures.
• Knowledge of life insurance products and financial planning concepts.

Responsibilities

• Conduct discovery calls with households to understand income, dependents and priorities.
• Perform coverage mapping to identify protection gaps for families.
• Explain life insurance, IUL, and annuities and tailor recommendations.
• Design straightforward options aligned with client timelines and risk tolerance.
• Guide clients through next steps and remain available after paperwork is completed.

Skills

Client communication

Relationship building

Self-motivation

Financial product knowledge

Remote selling

Job description

Remote Insurance Strategy Sales Representative

Our firm helps families and professionals put durable insurance and financial planning in place. We have been recognized twice by Entrepreneur Magazine for the quality of our workplace, maintain strong ratings on Glassdoor and Indeed, have appeared on the Inc. 5000 list for six consecutive years, and were recently highlighted in Forbes for how we grow and lead in this industry.

What You'll Do

• You will spend your days in focused client conversations, supported by coaching and a ready pipeline. Typical work includes:
  
• 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.
  

What Makes Us Different

• We designed this seat so your time goes into advising, not chasing strangers:
  
• A Calendar You Control: Most producers concentrate their client work into about three or four productive days each week.
  
• Introductions, Not Cold Lists: Prospects come pre-interested, so you are not grinding through unsolicited dials.
  
• Learning Without Tuition: Digital course libraries and live coaching stay open to you at no charge.
  
• Modern Sales Stack: You receive the same digital platforms and proprietary tools our top producers use.
  
• Side-by-Side Mentors: Experienced leaders review your calls and help you tighten your process.
  
• Producer Travel: Leading results can unlock fully paid annual conferences and international trips.
  

Role Overview

• What You Offer: The role is built around Life Insurance, Indexed Universal Life (IUL), and Annuities—the vehicles we use to help clients protect income and prepare for future needs.
  
• Who Thrives Here: Independent, coachable professionals who want ownership of their book without building a company from scratch.
  
• How You Are Paid: This is a high commission-based role. Your income rises and falls with the business you place, without an artificial ceiling.
  
• If you want a remote sales career that rewards preparation and client care, we would like to hear from you.