Remote Life & Wealth Advisor - Flexible 3-4 Day Week

Stratford Davis LLC; New Haven (CT); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Uncapped commissions

Remote work

Comprehensive training

Mentorship

Global travel perks

Access to top sales tools

Job summary

Stratford Davis LLC is expanding its remote sales team and seeking motivated individuals to build a meaningful and financially rewarding career from home. You will engage with warm leads, conduct virtual consultations, and present tailored financial protection solutions.

Structured training, access to proven systems, and mentorship are provided to help you succeed. Expect a high earning potential through uncapped commissions and ongoing coaching, with travel perks and top sales tools.”

Qualifications

• Excellent verbal and written communication skills.
• Able to build rapport and influence decisions ethically.
• Self-motivated with a goal-oriented mindset.
• Willingness to obtain insurance licensing if needed.
• Comfortable working independently in a remote environment.

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

Strong communication

Remote work

Self-motivated

Licensing optional

CRM proficiency

Tools

CRM Software

Job description

Stratford Davis LLC is expanding its remote sales team and seeking motivated individuals to build a meaningful and financially rewarding career from home. You will engage with warm leads, conduct virtual consultations, and present tailored financial protection solutions.

Structured training, access to proven systems, and mentorship are provided to help you succeed. Expect a high earning potential through uncapped commissions and ongoing coaching, with travel perks and top sales tools.”