Remote Solutions Sales Rep – Entry Level

Stratford Davis LLC; Chicago (IL); Remote; USD 40,000 - 70,000; Full time

Job summary

Stratford Davis LLC in Chicago, IL is seeking an entry-level solutions rep for a virtual role focused on understanding clients' financial goals and tailoring recommendations. You’ll learn to hear concerns, frame options, and present tailored life insurance and annuity solutions via phone or video meetings.

The program emphasizes beginner training, mentorship, and paid trips for high performers, with earnings driven by commissions in a high-commission environment.

Qualifications

• Discovery: uncover financial goals, worries, and constraints with pre-screened clients.
• Framing: translate those inputs into two or three clear solution paths.
• Education & presentation: Match client challenges to Life Insurance, Indexed Universal Life (IUL), and Annuities by educating them and presenting tailored solutions.
• Virtual delivery: phone and video meetings that feel collaborative.
• Iteration: adjust recommendations when new information appears.
• Team learning: debrief wins and misses with experienced leaders.

Responsibilities

• Discovery: uncover financial goals, worries, and constraints with pre-screened clients.
• Framing: translate those inputs into two or three clear solution paths.
• Education & presentation: Match client challenges to Life Insurance, Indexed Universal Life (IUL), and Annuities by educating them and presenting tailored solutions.
• Virtual delivery: phone and video meetings that feel collaborative.
• Iteration: adjust recommendations when new information appears.
• Team learning: debrief wins and misses with experienced leaders.

Job description

Stratford Davis LLC in Chicago, IL is seeking an entry-level solutions rep for a virtual role focused on understanding clients' financial goals and tailoring recommendations. You’ll learn to hear concerns, frame options, and present tailored life insurance and annuity solutions via phone or video meetings.

The program emphasizes beginner training, mentorship, and paid trips for high performers, with earnings driven by commissions in a high-commission environment.