Remote Life Insurance Strategy Specialist

Stratford Davis; San Diego (CA); À distance; USD 90 000 - 150 000; Plein temps

Résumé du poste

Stratford Davis is seeking a Remote Insurance Strategy Sales Representative to engage families and professionals in strategic life insurance and financial planning conversations. You’ll focus on discovery, coverage mapping, and creating tailored options, with coaching and a ready pipeline to support your success.

This role emphasizes a high commission structure, flexible calendar, and the opportunity to work with pre-interested prospects while leveraging modern sales tools and remote

Responsabilités

• Discovery calls: meet virtually with interested households to understand income, dependents, and long-term priorities.
• Coverage mapping: compare current protection against gaps that would 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 stay available after paperwork is complete.

Description du poste

Stratford Davis is seeking a Remote Insurance Strategy Sales Representative to engage families and professionals in strategic life insurance and financial planning conversations. You’ll focus on discovery, coverage mapping, and creating tailored options, with coaching and a ready pipeline to support your success.

This role emphasizes a high commission structure, flexible calendar, and the opportunity to work with pre-interested prospects while leveraging modern sales tools and remote