Remote Life Insurance & Financial Protection Specialist

Stratford Davis LLC; Jacksonville (FL); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Fully remote

Flexible hours

Training & coaching

Advancement path

Job summary

Stratford Davis LLC is seeking a Virtual Financial Protection Sales Consultant to guide families toward secure financial futures by explaining life insurance, IUL, and annuities from home. You’ll tailor recommendations to client goals and budgets, supporting them through applications and ongoing reviews.

The position offers fully remote work with flexible hours, a commission-based compensation structure, and ongoing mentorship to help you grow from a consultative professional to a leadership

Responsibilities

• Hold virtual consultations by phone and video to learn about each client's family needs, savings, and concerns.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities in plain, easy-to-understand language.
• Build personalized recommendations that match each client's goals and budget.
• Support clients through applications and follow-ups so every step feels simple and stress-free.
• Keep accurate notes in our CRM and stay in touch with clients through regular reviews and referrals.

Job description

Stratford Davis LLC is seeking a Virtual Financial Protection Sales Consultant to guide families toward secure financial futures by explaining life insurance, IUL, and annuities from home. You’ll tailor recommendations to client goals and budgets, supporting them through applications and ongoing reviews.

The position offers fully remote work with flexible hours, a commission-based compensation structure, and ongoing mentorship to help you grow from a consultative professional to a leadership