Remote Sales Rep: Life Insurance & Annuities (Training)

Stratford Davis; Tampa (FL); Remote; USD 60,000 - 100,000; Full time

Job summary

Stratford Davis is seeking a Remote - Entry Level Sales Representative. You'll engage warm inbound leads and guide prospects through virtual consultations to tailor financial solutions, with training provided.

The role offers an uncapped commission structure, flexible 3–4 day work weeks, and a fully remote environment. Expect high earning potential through performance-based pay and ongoing mentorship to sharpen product knowledge and closing skills.

Qualifications

• Excellent verbal and written communication.
• Ability to stay organized and productive while working autonomously.
• Comfort working in a fully virtual environment.
• Willingness to learn, adapt, and implement coaching.
• Experience in sales or customer service is a plus.

Responsibilities

• Engage Warm Prospects: Connect with high-quality inbound leads (no cold calling).
• Conduct Virtual Consultations: Meet clients online to evaluate financial needs and objectives.
• Propose Custom Solutions: Recommend tailored life insurance and annuity products.
• Educate clients on Life Insurance, IUL, and Annuities.
• Deliver clear product benefits and long-term security to clients.
• Nurture client relationships for lasting trust and referrals.
• Manage client pipelines using our CRM database.
• Guide clients from initial consultation to close.
• Foster referrals and post-sale retention.
• Stay informed on product portfolios, industry shifts, and compliance.

Skills

Excellent communication

Self-discipline

Remote work readiness

Growth mindset

Uncapped commissions

Job description

Stratford Davis is seeking a Remote - Entry Level Sales Representative. You'll engage warm inbound leads and guide prospects through virtual consultations to tailor financial solutions, with training provided.

The role offers an uncapped commission structure, flexible 3–4 day work weeks, and a fully remote environment. Expect high earning potential through performance-based pay and ongoing mentorship to sharpen product knowledge and closing skills.