Remote Life & Financial Advisory Consultant

Stratford Davis LLC; Pennsylvania; Remote; USD 40,000 - 100,000; Part time

Benefits offered by this job

Structured training

Mentorship

Uncapped commissions

Licensing support

Remote-friendly

Global travel perks

Job summary

Stratford Davis LLC is expanding its remote sales team in the United States. You will work from home with warm, pre-qualified leads and receive structured training, mentorship, and access to proven systems to help you succeed.

Role involves virtual consultations, presenting personalized financial solutions, and guiding clients through the decision process while maintaining CRM records. Expect ongoing coaching and a strong earning potential through uncapped commissions.

Qualifications

• Strong verbal and written communication skills.
• Ability to build rapport and influence decisions ethically.
• Self-motivated with a goal-oriented mindset.
• Comfortable working independently in a remote environment.
• Willingness to obtain insurance licensing if needed.

Responsibilities

• Work with warm, pre-qualified leads who have already expressed interest.
• Conduct virtual consultations via phone or video to understand client needs.
• Present personalized solutions including life insurance and annuities.
• Educate clients on financial protection and wealth-building strategies.
• Build trust and guide clients through their decision-making process.
• Manage the entire sales lifecycle from first contact through closing.
• Maintain detailed client records using CRM platforms.
• Follow up consistently to ensure satisfaction and generate referrals.
• Meet or exceed sales goals and performance benchmarks.
• Participate in ongoing training and coaching sessions.

Skills

Verbal communication

Written communication

Rapport building

Self-motivation

Independent work

Insurance licensing (n needed)

Tech proficiency

Organizational skills

Time management

Negotiation

Mentorship/coaching

Travel openness

High earning potential

Tools

CRM platforms

Sales software

Job description

Stratford Davis LLC is expanding its remote sales team in the United States. You will work from home with warm, pre-qualified leads and receive structured training, mentorship, and access to proven systems to help you succeed.

Role involves virtual consultations, presenting personalized financial solutions, and guiding clients through the decision process while maintaining CRM records. Expect ongoing coaching and a strong earning potential through uncapped commissions.