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Stratford Davis is seeking a Remote Financial Sales Specialist to engage clients digitally and present life insurance, IUL, and annuities. The role emphasizes flexible scheduling, remote work, and commission-based earnings.
You will guide clients through tailored plans, conduct video appointments, and build long-term relationships while expanding your professional skills through coaching and workshops.
San Francisco, United States | Posted on 11/12/2026
Life is too short to be tied to a desk from nine to five. If you crave schedule flexibility, location independence, and rewards that mirror your dedication, your search ends here. Join our team in a rewarding sales role and help everyday people gain lifetime financial peace of mind.
Engage with clients digitally to introduce intuitive financial growth solutions.
Help individuals navigate bespoke coverage plans, including tax-advantaged IULs, guaranteed annuities, and comprehensive life policies.
Host engaging video appointments to evaluate family goals and present tailored options.
Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
Build lasting client loyalty through dedicated ongoing consultations.
Expand your professional skills through hands-on workshops and one-on-one executive coaching.
Excellent online communication skills and natural charisma on video calls.
An eagerness to learn, grow, and continuously elevate your skill set.
The focus needed to maintain high performance in a work from home environment.
A strong entrepreneurial spirit focused on building a scalable personal income.