Remote Life Insurance & Wealth Advisor

Stratford Davis LLC; Denver (CO); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Global travel perks

Job summary

Stratford Davis LLC is expanding its remote sales team in Denver, offering a home-based opportunity to help clients with financial protection and long-term goals. You will receive structured training, mentorship, and access to proven systems designed to help you succeed.

Whether new to sales or experienced, you will build rapport with clients, manage the full sales cycle, and leverage top sales software. Expect generous earnings through uncapped commissions and ongoing coaching.

Qualifications

• Strong verbal and written communication skills are required.
• Ability to build rapport and influence decisions ethically.
• Self-motivated with a goal-oriented mindset.
• Comfortable working independently in a remote environment.
• Willingness to obtain insurance licensing if needed.
• Basic technical proficiency and organizational skills.

Responsibilities

• Work with warm, pre-qualified leads who have already expressed interest.
• Conduct virtual consultations via phone or video to understand client needs.
• Present personalized solutions including life insurance, IULs, and annuities.
• Educate clients on financial protection and wealth-building strategies.
• Build trust and guide clients through their decision-making process.
• Manage the entire sales lifecycle from first contact through closing.
• Maintain detailed client records using CRM platforms.
• Follow up consistently to ensure satisfaction and generate referrals.
• Meet or exceed sales goals and performance benchmarks.
• Participate in ongoing training and coaching sessions.

Skills

Verbal communication

Written communication

Remote work independence

Self-motivation

Ethical influence

Insurance licensing

Technical proficiency

Tools

CRM software

Job description

Stratford Davis LLC is expanding its remote sales team in Denver, offering a home-based opportunity to help clients with financial protection and long-term goals. You will receive structured training, mentorship, and access to proven systems designed to help you succeed.

Whether new to sales or experienced, you will build rapport with clients, manage the full sales cycle, and leverage top sales software. Expect generous earnings through uncapped commissions and ongoing coaching.