Remote Life & Financial Protection Specialist

Stratford Davis; Boston (MA); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Remote work

Training and mentorship

Uncapped commissions

Job summary

Stratford Davis is seeking a Virtual Financial Protection Sales Consultant to guide families toward a secure future from home. You will learn the products, build relationships, and support clients through simple enrollment.

This remote, commission‑only role offers flexible hours, comprehensive training, and ongoing coaching. Prior sales or finance experience helps, but dedication and communication are the keys to success.

Qualifications

• Warm, clear communication and active listening.
• Self-discipline and strong time management in a work-from-home setting.
• Willingness to learn about life insurance products (IUL, annuities).
• Prior 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, Indexed Universal Life (IUL), and Annuities.
• Build personalized recommendations matching client goals and budget.
• Support clients through applications and follow-ups so the process is simple.
• Keep accurate notes in CRM and stay in touch through reviews and referrals.

Skills

Sales experience

Communication

Time management

Coachable attitude

Tools

CRM

Job description

Stratford Davis is seeking a Virtual Financial Protection Sales Consultant to guide families toward a secure future from home. You will learn the products, build relationships, and support clients through simple enrollment.

This remote, commission‑only role offers flexible hours, comprehensive training, and ongoing coaching. Prior sales or finance experience helps, but dedication and communication are the keys to success.