Remote Life Insurance & Financial Planning Consultant

Stratford Davis; Houston (TX); Remote; USD 75,000 - 120,000; Full time

Benefits offered by this job

Health and dental cover

Bonuses and recognition

Training provided

Room to grow

Job summary

Stratford Davis, a Houston-based insurance and financial planning firm, is seeking self-motivated professionals for a fully remote sales role. You will educate families on Life Insurance, Indexed Universal Life, and Annuities, then tailor plans to fit budgets and goals.

You will conduct discovery calls, guide product choices, and build lasting relationships while working flexible hours from your home. Training is provided and performance bonuses reward your results.

Qualifications

• Experience selling financial or insurance products preferred but not required.
• Strong communication and listening skills.
• Ability to organize and prioritize client conversations.

Responsibilities

• Discovery calls to learn client needs before recommendations.
• Educate clients on Life Insurance, IUL, and Annuities.
• Create customized coverage plans based on budget and goals.
• Conduct video or phone appointments from a home office.
• Maintain ongoing client relationships as a trusted contact.

Skills

Sales experience

Communication

Job description

Stratford Davis, a Houston-based insurance and financial planning firm, is seeking self-motivated professionals for a fully remote sales role. You will educate families on Life Insurance, Indexed Universal Life, and Annuities, then tailor plans to fit budgets and goals.

You will conduct discovery calls, guide product choices, and build lasting relationships while working flexible hours from your home. Training is provided and performance bonuses reward your results.