Remote Solutions Sales Associate

Stratford Davis LLC; San Jose (CA); Remote; USD 60,000 - 130,000; Full time

Benefits offered by this job

Location independence

Structured mentorship

Life coverage & health plan

Uncapped commissions

Job summary

Stratford Davis LLC is seeking a Remote Solutions Sales Associate to work from home, helping clients understand their financial challenges and delivering personalized life planning solutions.

You will present strategic plans, educate clients on life insurance products, and participate in ongoing training, with earnings tied to performance in a 100% commission-based model.

Qualifications

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

Responsibilities

• Strategic Presentations: Create and present customized financial plans during online discovery meetings.
• Pipeline Generation: Build and expand client base via proactive outreach and warm introductions.
• Long-Term Care: Act as a reliable point of contact, offering client support and plan reviews.
• Client Education: Sell, educate, and present life insurance, IUL, and annuities.
• Industry Expertise: Stay updated with financial trends, products, and compliance through weekly training.

Skills

Empathetic listener

Disciplined self-starter

Ethical decision-making

Openness to coaching

Job description

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.