Virtual Financial Protection Sales Consultant

Stratford Davis LLC; California; Remote; USD 40,000 - 90,000; Full time

Job summary

Stratford Davis LLC in the United States is expanding its virtual team and seeking motivated individuals to guide clients toward secure financial futures from home. You will conduct virtual consultations, explain protection options, and tailor recommendations to each family’s goals.

Training, mentorship, and a clear advancement path are provided, with a fully remote setup and flexible hours. Prior sales or finance experience helps, but is not required; licensing can be pursued as needed.

Qualifications

• Active Life & Health license or willingness to obtain.
• Strong communication and time-management skills are essential.
• Comfort with remote, commission-based work and self-driven performance.

Responsibilities

• Hold virtual consultations by phone and video to discuss client needs, family goals, and budgeting.
• Explain financial protection options (life insurance, IUL, annuities) in clear terms.
• Build personalized recommendations aligned with client goals and budget.
• Support clients through applications and follow-ups, maintaining CRM notes and regular reviews.

Skills

Communication skills

Time management

Self-discipline

Active listening

Coachable

Education

Life & Health license (or willingness to obtain)

Tools

CRM software

Job description

Los Angeles, United States | Posted on 11/04/2026

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.

Explain financial protection options such as life insurance, Indexed Universal Life (IUL), and annuity strategies 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.

An active Life & Health license, or the willingness to obtain one.

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

Compensation

This is a commission-based role. Your earnings are uncapped and grow directly with the number of clients you help, supported by performance bonuses, incentive trips for top producers, and access to health benefit options.