Remote Life Insurance & IUL Sales Advisor

Stratford Davis LLC; Boston (MA); Remote; USD 60,000 - 140,000; Full time

Benefits offered by this job

Flexible schedule

Pre-screened warm leads

Training access

Premium sales tools

Mentors & experts access

Incentive trips

Job summary

Stratford Davis LLC is expanding its fully remote sales team in the United States. As an Account Sales Representative, you will guide clients through financial decisions from home, presenting Life Insurance, Indexed Universal Life, and Annuities.

You’ll work with warm leads, build relationships, and manage the end-to-end sales process. We offer flexible scheduling, no cold calling, world-class training, premium sales tools, and ongoing development.

Qualifications

• Remote sales mindset and ability to work from home.
• Willingness to undergo our comprehensive training.
• Customer-focused communication skills.
• Able to manage own schedule and stay self-motivated.
• Comfort with commission-based earnings.

Responsibilities

• Guide clients through financial decisions from home.
• Connect virtually with pre-qualified warm leads.
• Build long-term client relationships through consultative conversations.
• Analyze clients’ financial goals to tailor solutions.
• Present life insurance, IULs, and annuities virtually.
• Manage end-to-end sales process from initial contact to policy.
• Maintain CRM and track interactions.

Skills

Strong Communicators

Self-Motivated

Growth-Minded

Relationship Builders

Sales Experience Helpful

Job description

Stratford Davis LLC is expanding its fully remote sales team in the United States. As an Account Sales Representative, you will guide clients through financial decisions from home, presenting Life Insurance, Indexed Universal Life, and Annuities.

You’ll work with warm leads, build relationships, and manage the end-to-end sales process. We offer flexible scheduling, no cold calling, world-class training, premium sales tools, and ongoing development.