Remote Life & Financial Protection Advisor

Stratford Davis; Milwaukee (WI); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Training provided

Weekly coaching

Advancement path

Job summary

Stratford Davis is hiring a Virtual Financial Protection Sales Consultant. This fully remote role lets you set your own hours and connect with clients seeking life insurance and financial protection.

You will educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities, then tailor recommendations to goals and budget. Training, coaching, and a clear advancement path support your growth.

Qualifications

• Strong, clear communication with clients.
• Ability to manage time and stay organized while working remotely.
• Willingness to learn and be coached in sales processes.
• Previous sales or finance experience is a plus but not required.

Responsibilities

• Hold virtual consultations by phone and video to learn client needs.
• Educate clients on life insurance products and financial protection.
• Build personalized recommendations matching goals and budget.
• Support clients through applications and follow-ups for a smooth process.
• Keep accurate notes in the CRM and stay in touch through reviews and referrals.

Skills

Warm communication

Time management

Coachable attitude

Self‑discipline

Job description

Stratford Davis is hiring a Virtual Financial Protection Sales Consultant. This fully remote role lets you set your own hours and connect with clients seeking life insurance and financial protection.

You will educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities, then tailor recommendations to goals and budget. Training, coaching, and a clear advancement path support your growth.