Remote Retirement Planning Sales Consultant

Stratford Davis LLC; Oklahoma; Remote; USD 60,000 - 90,000; Full time

Job summary

Stratford Davis LLC is expanding its virtual team and seeking motivated individuals to guide clients toward secure retirement futures from home. Training, licensing guidance, and mentorship are provided to help you succeed in a remote, commission-based role.

You will conduct virtual consultations to assess retirement timelines and explain options like annuities and life insurance, then craft personalized plans and manage follow-ups using our CRM.

Qualifications

• Willing to obtain Life & Health license with company support.
• Sales or finance experience is a plus but not required.
• Strong listening and communication skills.

Responsibilities

• Hold virtual consultations by phone and video to learn client retirement goals.
• Explain retirement income options in clear language.
• Build personalized recommendations matching goals and budgets.
• Support clients through applications and follow-ups.
• Maintain notes in CRM and stay in touch with clients.

Skills

Communication

Active listening

Time management

Coaching/mentoring

Education

Life & Health license (or willingness to obtain)

Tools

CRM

Job description

Cleveland, 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.