Remote Life Insurance Strategy Consultant

Stratford Davis LLC; Phoenix (AZ); Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis LLC is seeking a Remote Insurance Strategy Sales Representative to engage with households through virtual discovery calls, map coverage gaps, and tailor recommendations for life insurance, IUL, and annuities. The role emphasizes independence, a structured schedule, and a high-commission compensation model.

You will leverage pre-qualified prospects, guide clients from initial contact to paperwork, and stay accessible after enrollment.

Qualifications

• Independent, coachable professionals who want ownership of their book without building a company from scratch.

Responsibilities

• Discovery Calls: Meet virtually with households to understand income, dependents, and long-term priorities.
• Coverage Mapping: Compare current protection against gaps that could leave a family exposed.
• Product Conversations: Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Recommendation Design: Build straightforward options that match each client's timeline and risk tolerance.
• Follow-Through: Guide approved clients through next steps and be available after paperwork is complete.

Job description

Stratford Davis LLC is seeking a Remote Insurance Strategy Sales Representative to engage with households through virtual discovery calls, map coverage gaps, and tailor recommendations for life insurance, IUL, and annuities. The role emphasizes independence, a structured schedule, and a high-commission compensation model.

You will leverage pre-qualified prospects, guide clients from initial contact to paperwork, and stay accessible after enrollment.