Remote Life & Wealth Protection Advisor

Stratford Davis LLC; San Jose (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Uncapped commissions

Structured training & mentorship

Global travel perks

Access to top sales software

Job summary

Stratford Davis LLC is expanding its remote sales team in the United States. This role involves working from home with warm leads, conducting virtual consultations, and presenting personalized life insurance and wealth-building solutions.

You will be mentored, trained, and equipped with top sales tools to succeed. You can expect an uncapped commission structure, ongoing coaching, and travel opportunities with annual international trips fully covered by the company.

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.

Responsibilities

• Work with warm, pre-qualified leads and conduct virtual consultations via phone or video.
• Present personalized financial protection solutions including life insurance, IULs, and annuities.
• Educate clients on wealth-building strategies and risk protection.
• Build trust and guide clients through decision-making and close the sale.
• Manage the sales lifecycle from first contact through closing, with CRM updates.

Skills

Verbal communication

Written communication

Rapport building

Self-motivated

Goal-oriented

Independent work

Remote work adaptability

Licensing readiness

Tools

CRM platforms

Sales software

Job description

Stratford Davis LLC is expanding its remote sales team in the United States. This role involves working from home with warm leads, conducting virtual consultations, and presenting personalized life insurance and wealth-building solutions.

You will be mentored, trained, and equipped with top sales tools to succeed. You can expect an uncapped commission structure, ongoing coaching, and travel opportunities with annual international trips fully covered by the company.