Remote Retirement Planning Consultant | Flexible Hours & Growth

Stratford Davis LLC; Phoenix (AZ); Remote; USD 20,000 - 80,000; Full time

Job summary

Stratford Davis LLC offers a fully remote retirement planning consultant role, allowing you to set your own hours from home. You will conduct virtual consultations, explain income options like annuities and life insurance, and build personalized strategies tailored to each client’s goals and budget.

Training is provided, with licensing guidance and weekly coaching. A warm, client-first approach and strong time management are essential to succeed in this role, with uncapped commissions and

Qualifications

• Desire to help families and pre-retirees feel confident about their financial future.
• Warm, clear communication and listening skills.
• Self-discipline and strong time management in a remote role.
• Active Life & Health license or willingness to obtain one with support.

Responsibilities

• Hold virtual consultations by phone and video to learn client retirement timelines and concerns.
• Explain retirement income options (annuities, life insurance, IUL) in plain language.
• Build personalized recommendations matching client goals and budget.
• Support clients through applications and follow-ups with CRM notes and reviews.

Skills

Excellent communication

Time management

Sales mindset

CRM skills

Tools

CRM software

Job description

Stratford Davis LLC offers a fully remote retirement planning consultant role, allowing you to set your own hours from home. You will conduct virtual consultations, explain income options like annuities and life insurance, and build personalized strategies tailored to each client’s goals and budget.

Training is provided, with licensing guidance and weekly coaching. A warm, client-first approach and strong time management are essential to succeed in this role, with uncapped commissions and