Remote Customer Sales Representative, Insurance & Financial Planning
Overview
You will own client relationships and drive sales of wealth-preservation products like Indexed Universal Life and annuities for a remote-first insurance firm. You will join a collaborative team of leaders and receive continuous coaching to master your craft. The role offers schedule autonomy with 3-4 high-impact workdays weekly, a qualified pipeline with zero cold calling, and no-cost education through digital libraries. You will leverage cutting-edge sales platforms and enjoy executive mentorship while earning elite rewards including annual global excursions.
What You'll Do5
- 1Partner with seasoned leaders to develop your sales skills in a collaborative team setting.
- 2Assess pre-screened clients' financial goals and coverage needs through virtual consultations.
- 3Advise prospective clients via professional online meetings and phone calls.
- 4Develop custom financial protection and insurance strategies tailored to individual client objectives.
- 5Deliver clear, confident proposals to secure business and build long-term client relationships.
Requirements8
- 12+ years of proven sales or customer service experience, with a preference for insurance or financial services.
- 2Active life insurance license or willingness to obtain one within the first 90 days.
- 3Strong communication and interpersonal skills for virtual client interactions.
- 4Self-motivated with the discipline to work remotely and manage your own schedule.
- 5Proficiency with CRM software and video conferencing tools like Zoom.
- 6Ability to explain complex financial products like IUL and annuities clearly.
- 7Track record of meeting or exceeding sales targets.
- 8High-speed internet and a professional home office setup.
Salary Insight
$85 - $150k per year
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
Stratford Davis
VerifiedRemote Customer Sales Representative, Insurance & Financial Planning
You will own the client consultation process for wealth-preservation products like Indexed Universal Life (IUL), annuities, and life insurance, working with a consistent stream of pre-qualified prospects. You will join a high-energy team recognized by Entrepreneur Magazine and Inc. 5000, with access to executive mentorship and no-cost digital training. This role offers schedule autonomy and uncapped commission, with top performers earning annual global trips. You will build your own business within a supportive, established framework.
Stratford Davis
VerifiedRemote Customer Sales Representative, Insurance & Financial Planning
You own client consultations and tailor financial strategies for pre-screened buyers, with no cold calling. You partner with seasoned leaders in a collaborative virtual team, using IUL, annuities, and life insurance products. This role runs on a commission model with uncapped earnings. You shape your own schedule around 3-4 high-impact workdays weekly. Access to Salesforce and proprietary tools keeps your pipeline flowing. Direct mentorship and global trips reward top performance.
Stratford Davis
VerifiedClient Sales Advisor, Remote Insurance Sales
You will own the full sales cycle for warm, pre-qualified leads, selling life insurance, IULs, and annuities from a remote setting. You will conduct virtual consultations, present tailored financial protection solutions, and close deals while managing your schedule on a 3-4 day workweek. The team provides structured training, mentorship, and CRM tools to accelerate your success. This role rewards self-starters with uncapped commission and global travel perks.
Stratford Davis
VerifiedClient Sales Advisor - Remote Insurance Sales
You will own the full sales cycle for warm, pre-qualified leads, guiding clients through financial protection decisions. Working remotely from anywhere in the U.S., you'll conduct virtual consultations, present life insurance, IULs, and annuities, and close deals. The team provides structured training, mentorship, and a proven sales system. You'll operate on a flexible 3-4 day workweek with uncapped commission and the chance to earn international trips.
Stratford Davis
VerifiedRemote Sales Representative, Insurance & Annuities
As a Remote Sales Representative, you own the full client journey from first contact to closing, working with pre-vetted, warm leads only. You will join a virtual team of financial professionals and receive commission-based pay with six-figure potential. Using a proven sales framework and CRM tools, you build long-term client relationships in the insurance and annuities space. This role stands out for its flexibility, mentorship from industry leaders, and a clear path to high earnings.
Stratford Davis
VerifiedSales Associate, Virtual Insurance & Financial Solutions
You will engage with pre-qualified inbound leads through virtual channels, owning the full sales cycle from first contact to closing. You will master consultative selling for Life Insurance, IULs, and Annuities in a remote-first environment. The team provides CRM tools, mentorship, and structured training to accelerate your growth. This role offers uncapped commission and international travel incentives.