Virtual Financial Protection Sales Consultant

Stratford Davis; Boston (MA); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Remote work

Training and mentorship

Uncapped commissions

Job summary

Stratford Davis is seeking a Virtual Financial Protection Sales Consultant to guide families toward a secure future from home. You will learn the products, build relationships, and support clients through simple enrollment.

This remote, commission‑only role offers flexible hours, comprehensive training, and ongoing coaching. Prior sales or finance experience helps, but dedication and communication are the keys to success.

Qualifications

• Warm, clear communication and active listening.
• Self-discipline and strong time management in a work-from-home setting.
• Willingness to learn about life insurance products (IUL, annuities).
• Prior sales or finance experience is a plus but not required.

Responsibilities

• Hold virtual consultations by phone and video to learn client needs.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Build personalized recommendations matching client goals and budget.
• Support clients through applications and follow-ups so the process is simple.
• Keep accurate notes in CRM and stay in touch through reviews and referrals.

Skills

Sales experience

Communication

Time management

Coachable attitude

Tools

CRM

Job description

Boston, United States | Posted on 11/10/2026

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.

Ready to Get Started?

Training is provided, with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours rather than a typical 8‑to‑5 schedule. Compensation is high and commission‑only, with uncapped commissions based on the business you place.