Sales Advisor, Remote Insurance & Financial Protection
Overview
Sales Advisors own the full sales cycle for warm, pre-qualified leads, guiding clients through financial protection decisions from initial consultation to closing. You'll build trust and tailor solutions using life insurance, IULs, and annuities, all from a remote home office. This role offers structured training, mentorship, and a 3–4 day workweek, with uncapped commission and annual international travel rewards.
What You'll Do10
- 1Work with warm, pre-qualified leads who have already expressed interest in financial products.
- 2Conduct virtual consultations via phone or video to understand client needs and goals.
- 3Present personalized solutions including life insurance, IULs, and annuities.
- 4Educate clients on financial protection and wealth-building strategies.
- 5Build trust and guide clients through their decision-making process.
- 6Manage the entire sales lifecycle from first contact through closing.
- 7Maintain detailed client records using CRM platforms.
- 8Follow up consistently to ensure satisfaction and generate referrals.
- 9Meet or exceed sales goals and performance benchmarks.
- 10Participate in ongoing training and coaching sessions.
Requirements6
- 1Strong verbal and written communication skills.
- 2Ability to build rapport and influence decisions ethically.
- 3Self-motivated with a goal-oriented mindset.
- 4Comfortable working independently in a remote environment.
- 5Willingness to obtain insurance licensing if needed.
- 6Basic technical proficiency and organizational skills.
Salary Insight
$85 - $150k per year
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
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
VerifiedSales Advisor, Remote Insurance & Financial Services
Drive sales growth as a Remote Sales Advisor at Stratford Davis, owning the full sales cycle from warm lead to close. You will conduct virtual consultations and present tailored financial solutions, including life insurance, IULs, and annuities, to a client base of pre-qualified leads. Backed by a dedicated team and CRM tools, you will build trust and guide decisions that shape long-term financial security. This role offers uncapped commission and a flexible 3-4 day workweek, distinguishing it through structured mentorship and global travel incentives.
Stratford Davis
VerifiedRemote Customer Sales Representative, Insurance & Financial Planning
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.
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
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.