Virtual Financial Protection Sales Consultant

Stratford Davis; Milwaukee (WI); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Training provided

Weekly coaching

Advancement path

Job summary

Stratford Davis is hiring a Virtual Financial Protection Sales Consultant. This fully remote role lets you set your own hours and connect with clients seeking life insurance and financial protection.

You will educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities, then tailor recommendations to goals and budget. Training, coaching, and a clear advancement path support your growth.

Qualifications

• Strong, clear communication with clients.
• Ability to manage time and stay organized while working remotely.
• Willingness to learn and be coached in sales processes.
• Previous 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 products and financial protection.
• Build personalized recommendations matching goals and budget.
• Support clients through applications and follow-ups for a smooth process.
• Keep accurate notes in the CRM and stay in touch through reviews and referrals.

Skills

Warm communication

Time management

Coachable attitude

Self‑discipline

Job description

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

Stratford Davis | Virtual Financial Protection Sales Consultant

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.

If you want a flexible, remote, commission-only career where your work makes a real difference in people's financial security.