Virtual Financial Protection Sales Consultant

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

Job summary

Stratford Davis is expanding its virtual team and seeking motivated, people-first individuals to guide clients toward a financially secure future. This fully remote role offers comprehensive training, tools, and ongoing mentorship from home.

You will educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities, then craft tailored recommendations and assist throughout the application process. Prior sales or finance experience is a plus but not required.

Qualifications

• Willingness to help families
• Excellent communication and listening skills
• Self-discipline for work-from-home success

Responsibilities

• Hold virtual consultations by phone or video to learn client needs and goals.
• Educate clients on life insurance and financial protection products in clear, simple terms.
• Build personalized recommendations aligned with client budgets and goals.
• Support clients through applications and follow-ups to keep processes smooth and stress-free.
• Maintain accurate notes in CRM and follow up with clients regularly.

Skills

Sales experience

Customer service

Remote work

Job description

Dallas, United States | Posted on 11/10/2026

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.
• 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.