Virtual Financial Protection Sales Consultant

Stratford Davis LLC; Phoenix (AZ); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Structured training

Advancement opportunities

Job summary

Stratford Davis in the United States is seeking a Virtual Financial Protection Sales Consultant to guide families toward a more secure future. This fully remote role allows you to set your own hours while helping clients with life insurance, IUL, and annuities.

You will learn through structured training and weekly coaching, with mentorship to grow into senior consultant or leadership positions based on results.

Qualifications

• Desire to help families and individuals with financial protection.
• Warm, clear communication and active listening.
• Self-discipline and time management for a work-from-home role.
• Coachable, goal-driven attitude; prior sales or finance experience is a plus but not required.

Responsibilities

• Hold virtual consultations by phone and video to learn client needs and goals.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities in simple terms.
• Build personalized recommendations that fit client budgets and goals.
• Support clients through applications and follow-ups for a smooth process.
• Maintain accurate notes in the CRM and follow up with reviews and referrals.

Skills

Sales experience

Communication skills

Time management

Coachable mindset

Job description

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.

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