Remote Life Insurance & Financial Planning Consultant

Stratford Davis; Omaha (NE); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Uncapped commission

Flexible hours

One-on-one training

Job summary

Stratford Davis, a remote financial services firm, seeks self-motivated professionals to build a sustainable, home-based business backed by an established organization. You will work with clients via video calls to analyze financial goals and offer tailored protection options.

Role emphasizes uncapped commissions, flexible hours, and mentorship from senior leaders as you grow your client base and financial plan offerings.

Qualifications

• Integrity and a genuine desire to help others.
• Persuasive communication with a professional video presence.
• Ambition to build a high-income, commission-based business.
• Strong organizational skills to manage schedules and client data.
• No industry experience required; complete educational backing provided.

Responsibilities

• Drive new business through proactive outreach and community networking.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Conduct virtual consultations to map out client financial requirements.
• Design and deliver clear, benefit-focused plan proposals.
• Provide continuous support to strengthen client trust over time.
• Participate in continuous learning courses to maintain market readiness.

Skills

Persuasive communication

Video presence

Integrity

Organizational skills

Job description

Stratford Davis, a remote financial services firm, seeks self-motivated professionals to build a sustainable, home-based business backed by an established organization. You will work with clients via video calls to analyze financial goals and offer tailored protection options.

Role emphasizes uncapped commissions, flexible hours, and mentorship from senior leaders as you grow your client base and financial plan offerings.