Virtual Financial Protection Sales Consultant

Stratford Davis LLC; Orlando (FL); Remote; USD 40,000 - 90,000; Full time

Job summary

Stratford Davis is seeking a Virtual Financial Protection Sales Consultant to help families secure their futures from home. This full-remote role offers flexible hours and a structured training program with mentorship to succeed in a commission-based environment.

You will conduct virtual consultations, explain life insurance, IUL, and annuity options in clear terms, and craft personalized recommendations. CRM notes and client follow-ups are essential parts of the role.

Qualifications

• Active Life & Health license, or willingness to obtain one.
• Strong communication and listening skills.
• Self-discipline and time management for remote work.

Responsibilities

• Hold virtual consultations by phone and video to learn client needs.
• Explain financial protection options such as life insurance, Indexed Universal Life (IUL), and annuity strategies in plain language.
• Build personalized recommendations that match each client's goals and budget.
• Support clients through applications and follow-ups so the process is simple and stress-free.
• Keep accurate notes in our CRM and stay in touch with clients through reviews and referrals.

Skills

Warm communication

Active listening

Time management

Self-discipline

Sales or finance experience (plus)

Education

Life & Health license (active or willing to obtain)

Tools

CRM experience

Job description

Orlando, United States

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.