Remote Life Insurance & Wealth Advisor

Stratford Davis LLC; Las Vegas (NV); Remote; USD 60,000 - 120,000; Part time

Benefits offered by this job

Annual international trips

Free structured training

CRM & sales tools provided

Mentorship & coaching

Job summary

Stratford Davis LLC in Las Vegas, NV is expanding its remote sales team, offering a flexible 3–4 day workweek and a meaningful, financially rewarding career helping clients with financial protection plans.

You’ll train with mentors, use CRM tools, and close deals with pre-qualified leads. The role features uncapped commissions, ongoing coaching, and annual international travel perks, all while working remotely from home.

Qualifications

• Excellent verbal and written communication skills.
• 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.
• Strong 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

Rapport building

Self-motivation

Remote work

Licensing (insurance)

Tech literacy

Organizational skills

Time management

Note-taking

Tools

CRM platforms

Sales software

Job description

Stratford Davis LLC in Las Vegas, NV is expanding its remote sales team, offering a flexible 3–4 day workweek and a meaningful, financially rewarding career helping clients with financial protection plans.

You’ll train with mentors, use CRM tools, and close deals with pre-qualified leads. The role features uncapped commissions, ongoing coaching, and annual international travel perks, all while working remotely from home.