Virtual Financial Protection Sales Consultant

Stratford Davis; Atlanta (GA); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Fully remote

Job summary

Stratford Davis is hiring a Virtual Financial Protection Sales Consultant to work remotely from home. You will conduct virtual consultations, educate clients on life insurance and investment products, and build personalized plans aligned with client goals and budgets.

The role emphasizes a step-by-step onboarding, ongoing coaching, and a clear advancement path. Prior sales or finance experience is a plus but not required. This is a commission-only position with uncapped earnings.

Responsibilities

• Hold virtual consultations by phone and video to learn about each client's family needs, savings, and concerns.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities 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.

Job description

Atlanta, United States | Posted on 11/13/2026

Stratford Davis | Virtual Financial Protection Sales Consultant

Millions of American families are underprotected and lack a clear financial 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 life insurance and financial protection.

Structured Training:Step-by-step onboarding, sales training, 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 family needs, savings, and concerns.

Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities 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 individuals 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.

A coachable, goal-driven attitude; prior sales or finance experience is a plus but not required.

Compensation

This is a commission-only role with uncapped commissions tied to the business you place.