Remote Solutions Sales Associate

Stratford Davis LLC; Florida; Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis LLC is seeking an ambitious Remote Solutions Sales Associate to help clients understand financial challenges and deliver strategic, personalized Life Insurance, IUL, and Annuities solutions from home. You’ll conduct online discovery meetings, present tailored plans, and build a robust client base.

This role offers uncapped commission, dedicated mentorship from industry leaders, and performance-based rewards, with location independence and a flexible home-office setup.

Qualifications

• Empathetic listening and client empathy are essential.
• Self-motivated, organized, and able to manage daily workload.
• Commitment to professional ethics and compliant behavior.
• Receptive to feedback and ongoing learning.

Responsibilities

• Strategic Presentations: Create and present customized financial plans during online discovery meetings.
• Pipeline Generation: Build and expand the client base via outreach, digital marketing, and warm introductions.
• Long-Term Care: Serve as the go-to contact, with periodic plan reviews over time.
• Client Education: Sell and educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Industry Expertise: Stay current on trends, products, and regulations through weekly training.

Skills

Empathetic listener

Disciplined self-starter

Ethical decision-making

Openness to coaching

Job description

Charlotte, United States | Posted on 11/06/2026

Empower Clients and Master Your Career Path.

If you are an ambitious professional looking for a position that rewards your hard work, join us as a Remote Solutions Sales Associate. You will work with clients to understand their financial challenges and deliver strategic, personalized solutions that set them up for long-term security.

Key Accountabilities

• Strategic Presentations: Create and present customized financial plans during online discovery meetings.
  
• Pipeline Generation: Build and expand your client base via proactive outreach, digital marketing, and warm introductions.
  
• Long-Term Care: Act as a reliable point of contact, offering client support and periodic plan reviews over time.
  
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
  
• Industry Expertise: Keep up-to-date with financial trends, product offerings, and compliance regulations through weekly training.
  

Ideal Profile

• Empathetic listener who enjoys helping people solve complex, everyday challenges.
  
• Disciplined self-starter who thrives when given ownership over their daily workload.
  
• Uncompromising commitment to professional ethics and ethical decision-making.
  
• Openness to coaching, regular feedback, and personal growth.
  

Benefits & Earning Potential

• Location Independence: Operate completely from home anywhere with high-speed internet access.
  
• Structured Mentorship: Dedicated guidance from experienced industry leaders from day one.
  
• Rewards & Benefits: Life coverage options, health plan access, and performance-based reward programs.
  
• Uncapped Commission Compensation: Designed as a performance-driven, 100% commission-based role, this position puts your income potential entirely in your hands, giving you the ability to earn without limits.