Remote Life Insurance Advisor - IUL & Annuities

Stratford Davis; Salt Lake City (UT); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Free training

Mentorship

Flexible hours

Leads provided

Remote work

Job summary

Stratford Davis is seeking ambitious, customer-focused individuals for a remote advisory role in financial services. You will engage qualified prospects, explain Life Insurance, IUL, and Annuities, and guide clients through the sales cycle using our CRM.

This role emphasizes high earning potential through commissions, mentoring, and flexible work hours. Training and technology are provided to help you succeed from anywhere.

Qualifications

• Commission-driven: High motivation to excel in an uncapped, performance-based earnings model.
• Strong communicator: Clear, empathetic verbal and written communication skills.
• Self-disciplined: Ability to stay organized, focused, and productive while working remotely.
• Coachability: Eagerness to learn, adapt, and apply leadership feedback.
• Experience: Background in sales or customer service is a plus, but not required.

Responsibilities

• Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
• Assess & Present: Evaluate financial goals and present tailored insurance and annuity options.
• Manage Pipeline: Track interactions and guide clients through the sales process using our CRM.
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Build Relationships: Maintain post-sale contact to drive retention and client referrals.
• Stay Compliant: Keep up-to-date on product offerings and regulatory standards.

Skills

Commission-driven

Strong communicator

Self-disciplined

Coachability

Sales or customer service experience

Job description

Stratford Davis is seeking ambitious, customer-focused individuals for a remote advisory role in financial services. You will engage qualified prospects, explain Life Insurance, IUL, and Annuities, and guide clients through the sales cycle using our CRM.

This role emphasizes high earning potential through commissions, mentoring, and flexible work hours. Training and technology are provided to help you succeed from anywhere.