Remote Retirement Planning Sales Consultant

Stratford Davis LLC; Minneapolis (MN); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Flexible hours

Training and mentorship

Performance bonuses

Job summary

Stratford Davis LLC in Minneapolis, United States, is expanding its virtual team and seeking motivated individuals to guide clients toward a secure retirement from home. This fully remote role offers training, licensing guidance, and weekly coaching with experienced consultants.

You will hold virtual consultations, explain retirement income options, and build personalized recommendations aligned with each client’s goals and budget.

Qualifications

• Warm, clear communication and listening skills to understand client needs.
• Self-discipline and strong time-management in a home-based role.
• Proactive, coachable attitude with the ability to learn quickly.
• Active Life & Health license or willingness to obtain with company support.

Responsibilities

• Hold virtual consultations by phone and video to discuss retirement timelines and goals.
• Explain retirement options like annuities, life insurance, and IUL strategies in plain language.
• Develop personalized recommendations within client budgets.
• Support clients through applications and follow-ups to keep processes simple.
• Maintain accurate CRM notes and nurture client relationships through reviews and referrals.

Skills

Warm communication

Time management

Self-discipline

Active listening

Coachable attitude

Education

Life & Health license (active or willingness to obtain)

Job description

Minneapolis, United States | Posted on 11/01/2026

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.