Remote Retirement Planning Sales Consultant

Stratford Davis LLC; Portland (ME); À distance; USD 40 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health benefit options

Résumé du poste

Stratford Davis LLC is seeking motivated individuals for a fully remote role, guiding clients toward secure retirement outcomes from home. Training, licensing guidance, and weekly coaching are provided to help you succeed in a flexible environment.

Hold virtual consultations, explain retirement income options, and build personalized plans that fit clients' goals and budgets, with CRM-supported workflows and ongoing client reviews.

Qualifications

• Active Life & Health license required or willingness to obtain one with support.
• Sales or finance experience is a plus but not required.
• Strong communication and listening skills are essential.

Responsabilités

• 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.

Connaissances

Warm communication

Active listening

Time management

Outils

CRM system

Description du poste

Portland, 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.