Remote Retirement Planning Sales Consultant

Stratford Davis LLC; California; Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Health benefits options

Training & mentorship

Uncapped commissions

Job summary

Stratford Davis LLC is seeking motivated individuals to guide clients toward secure retirement outcomes. This fully remote role offers the freedom to set your own hours and a clear path for advancement, supported by structured training and licensing guidance.

You will hold virtual consultations to assess retirement timelines, explain options like annuities and life insurance, and build personalized plans. Proactive follow-ups and CRM notes ensure ongoing client support and referrals.

Qualifications

• Must hold an active Life & Health license or be willing to obtain one with company support.
• Strong communication and listening skills.
• Self-discipline and time management for remote work.
• Sales or finance experience is a plus but not required.

Responsibilities

• Hold virtual consultations by phone and video to learn about each client's retirement timeline, savings, and concerns.
• Explain retirement income options such as annuities, life insurance, and Indexed Universal Life (IUL) strategies in plain language.
• Build personalized recommendations that match each client's goals and budget.
• Support clients through applications and follow-ups so every step feels simple and stress-free.
• Keep accurate notes in our CRM and stay in touch with clients through regular reviews and referrals.

Skills

Life & Health license

Communication skills

Time management

Job description

Los Angeles, United States

Millions of Americans are approaching retirement without a clear plan, and many of them are actively asking for help. Stratford Davis is growing its virtual team and is looking for motivated, people-first individuals to guide these clients toward a more secure future. Whether you come from sales, customer service, teaching, hospitality, or a completely different field, we will give you the training, tools, and mentorship to succeed from home.

Why People Choose This Role

Work From Anywhere:A fully remote position with the freedom to set your own hours.

Warm Opportunities:Connect with clients who have already requested information about retirement income and protection.

Structured Training:Step-by-step onboarding, licensing guidance, and weekly coaching with experienced consultants.

Clear Advancement Path:Grow into senior consultant and team leadership roles based on your results.

A Day in the Role

Hold virtual consultations by phone and video to learn about each client's retirement timeline, savings, and concerns.

Explain retirement income options such as annuities, life insurance, and Indexed Universal Life (IUL) strategies in plain, easy-to-understand language.

Build personalized recommendations that match each client's goals and budget.

Support clients through applications and follow-ups so every step feels simple and stress-free.

Keep accurate notes in our CRM and stay in touch with clients through regular reviews and referrals.

What Helps You Succeed

A sincere desire to help families and pre-retirees feel confident about their financial future.

Warm, clear communication skills and the ability to listen before you recommend.

Self-discipline and strong time management in a work-from-home setting.

An active Life & Health license, or the willingness to obtain one with our support.

A coachable, goal-driven attitude; prior sales or finance experience is a plus but not required.

Compensation

This is a commission-based role. Your earnings are uncapped and grow directly with the number of clients you help, supported by performance bonuses, incentive trips for top producers, and access to health benefit options.