Remote Life Insurance Strategy Advisor - High Commission

Stratford Davis

Boston (MA)

Remote

USD 90,000 - 140,000

Full time

2 days ago
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Job summary

Stratford Davis offers a remote Insurance Strategy Sales Representative position in Boston, MA. The role focuses on consultative conversations about life insurance, indexed universal life, and annuities, with a scalable referral-driven pipeline and coaching support.

You will manage discovery calls, coverage mapping, and tailored recommendations, while navigating a high commission-based pay structure. Calendar control and travel with top producers are highlighted benefits.

Qualifications

  • Experience in life insurance sales or financial planning is a plus.
  • Ability to map coverage against client needs and gaps.
  • Strong consultative selling and communication skills required.

Responsibilities

  • Conduct discovery calls to understand household income, dependents, and priorities.
  • Map current coverage against risk gaps and present tailored options.
  • Explain Life Insurance, IUL, and Annuities and how they meet client timelines.
  • Design straightforward recommendations aligned to client risk tolerance.
  • Guide clients through next steps and stay available after paperwork is complete.

Skills

Life Insurance
Indexed Universal Life (IUL)
Annuities

Job description

Stratford Davis offers a remote Insurance Strategy Sales Representative position in Boston, MA. The role focuses on consultative conversations about life insurance, indexed universal life, and annuities, with a scalable referral-driven pipeline and coaching support.

You will manage discovery calls, coverage mapping, and tailored recommendations, while navigating a high commission-based pay structure. Calendar control and travel with top producers are highlighted benefits.

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