Virtual Financial Protection Sales Consultant

Stratford Davis LLC; Las Vegas (NV); Remote; USD 50.000 - 120.000; Vollzeit

Benefits dieser Stelle

Health benefits

Flexible hours

Remote work

Zusammenfassung

Stratford Davis LLC is seeking motivated individuals for a fully remote Financial Protection Sales Consultant role. You will conduct virtual consultations, educate clients on life insurance and IUL strategies, and build personalized recommendations to fit goals and budget.

You will be trained, mentored, and supported by senior consultants. This is a commission-based position with uncapped earnings and potential for advancement, all from a home office.

Qualifikationen

• Willingness to work from home and set your own schedule.
• Excellent communication and listening skills.
• Life & Health license or willingness to obtain one.
• Self-discipline and strong time management in a remote setting.
• Prior sales or finance experience is a plus but not required.

Aufgaben

• Hold virtual consultations by phone and video to understand clients' needs.
• Explain life insurance, IUL, and annuity options in plain language.
• Build personalized recommendations matching goals and budget.
• Support clients through applications and follow-ups for a smooth process.
• Maintain accurate CRM notes and follow up with clients for reviews and referrals.

Kenntnisse

Sales

Customer service

Teaching

Hospitality

Tools

CRM

Jobbeschreibung

Las Vegas, 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.