Remote Life & Financial Protection Advisor

Stratford Davis LLC; Las Vegas (NV); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Health benefits

Flexible hours

Remote work

Job summary

Stratford Davis LLC is seeking motivated individuals for a fully remote Financial Protection Sales Consultant role. You will conduct virtual consultations, educate clients on life insurance and IUL strategies, and build personalized recommendations to fit goals and budget.

You will be trained, mentored, and supported by senior consultants. This is a commission-based position with uncapped earnings and potential for advancement, all from a home office.

Qualifications

• Willingness to work from home and set your own schedule.
• Excellent communication and listening skills.
• Life & Health license or willingness to obtain one.
• Self-discipline and strong time management in a remote setting.
• Prior sales or finance experience is a plus but not required.

Responsibilities

• Hold virtual consultations by phone and video to understand clients' needs.
• Explain life insurance, IUL, and annuity options in plain language.
• Build personalized recommendations matching goals and budget.
• Support clients through applications and follow-ups for a smooth process.
• Maintain accurate CRM notes and follow up with clients for reviews and referrals.

Skills

Sales

Customer service

Teaching

Hospitality

Tools

CRM

Job description

Stratford Davis LLC is seeking motivated individuals for a fully remote Financial Protection Sales Consultant role. You will conduct virtual consultations, educate clients on life insurance and IUL strategies, and build personalized recommendations to fit goals and budget.

You will be trained, mentored, and supported by senior consultants. This is a commission-based position with uncapped earnings and potential for advancement, all from a home office.