Remote IUL Sales Representative

Stratford Davis LLC; San Francisco (CA); Remote; USD 90,000 - 180,000; Full time

Benefits offered by this job

Flexible schedule

Complimentary training and live COACH

Fully paid trips and industry events

Job summary

Stratford Davis LLC in San Francisco, CA, seeks a high-energy sales professional to specialize in wealth-preservation solutions, including indexed universal life, annuities, and life insurance. This role offers entrepreneurial freedom backed by a turnkey platform and uncapped commission upside.

You will collaborate with mentors, discover client needs, conduct virtual consultations, and present tailored strategies to close deals with nationwide clients.

Qualifications

• Experience in selling financial protection and wealth-planning solutions.
• Strong communication and presentation skills for video/phone consultations.
• Ability to identify client needs and tailor insurance/financial strategies.

Responsibilities

• Join a high-energy sales team with coaching and professional development.
• Engage pre-screened prospects to understand financial goals and protection gaps.
• Lead virtual consultations with prospective clients nationwide.
• Build tailored insurance and financial protection plans.
• Deliver proposals that win business and build lasting client relationships.

Skills

Sales experience

Communication

Financial services knowledge

Relationship building

Job description

San Francisco, United States | Posted on 11/05/2026

We are a fast-growing insurance and financial planning firm known for our energetic culture, collaborative teams, and uncompromising standards. Recognized twice by Entrepreneur Magazine for our outstanding organizational environment, we maintain high ratings on Glassdoor and Indeed. Our sustained growth has earned us a place on the Inc. 5000 list for six consecutive years, and Forbes has highlighted our innovative approach and leadership in the industry.

Role Overview

• Product Focus: You will specialize in core wealth-preservation solutions — Indexed Universal Life (IUL), annuities, and life insurance — helping families protect income and build long-term security.
• Ideal Candidate: Designed for driven professionals who want entrepreneurial freedom with the backing of a proven, turnkey corporate platform.
• Compensation Structure: This is a high commission-based role. Your earnings scale directly with the results you produce, with uncapped upside for top performers.

What You’ll Do

• Join a high-energy sales team with ongoing coaching and professional development. Day to day you will:
• Team Collaboration: Work alongside experienced mentors in a supportive, growth-focused environment.
• Needs Discovery: Engage pre-screened prospects to understand their financial goals and protection gaps.
• Virtual Advising: Lead professional video and phone consultations with prospective clients nationwide.
• Custom Strategies: Build tailored insurance and financial protection plans aligned to each client’s objectives.
• Closing Presentations: Deliver clear proposals that win business and establish lasting client relationships.

What Makes Us Different

• We reward smart effort, not endless grind. Here’s what sets us apart:
• Flexible Schedule: Structure your week around roughly 3 to 4 high-impact workdays.
• Warm Pipeline: No cold calling — receive a consistent flow of interested, pre-qualified leads.
• Complimentary Training: Access extensive digital learning libraries plus live coaching at no cost.
• Modern Sales Stack: Use advanced digital platforms and proprietary tools provided free of charge.
• Direct Mentorship: Learn from seasoned leaders through structured, hands-on guidance.
• Producer Rewards: Top performers earn fully paid annual trips and industry conferences.

If you are ready to own your career path, maximize uncapped commission-based earnings, and help families secure their financial future, we want to hear from you.