via LinkedIn
$40K - 60K a year
Engage with pre-screened clients virtually to provide customized financial solutions and manage the client journey from consultation to implementation.
Must have excellent virtual communication skills, be self-motivated, organized, goal-driven, and passionate about client education and long-term relationships.
Note: The job is a remote job and is open to candidates in USA. Stratford Davis is redefining how people access and understand financial solutions, and they are seeking driven, client-focused Sales Representatives to join their remote team. This role involves engaging with pre-screened clients virtually to provide customized financial solutions and ensuring a top-tier experience throughout the client journey. Responsibilities • Engage virtually with pre-screened clients to understand their financial goals. • Educate and guide clients through customized solutions in life insurance, Indexed Universal Life (IUL), and annuities. • Present clear, confident strategies via Zoom or phone, ensuring clients feel empowered to make informed decisions. • Support clients from first consultation to implementation, delivering a top-tier experience every step of the way. • Manage your pipeline effectively using our CRM system and digital sales tools. Skills • Location: Based in New York, excited to serve clients across the state. • Excellent virtual communication and interpersonal skills. • Self-starter with strong organization and time-management abilities. • Goal-driven and motivated by helping others achieve financial peace of mind. • Passionate about education, trust, and long-term client relationships. Benefits • Wellness Benefits • Access to life insurance opportunities • Healthcare exchange option (medical, dental, vision) Company Overview • “Sales Staffing for a New Future” 🌅 Stratford Davis Staffing | Driving Growth Through Insurance-Focused Staffing & Sales Solutions At Stratford Davis Staffing, we partner with insurance organizations to fuel growth through strategic staffing and sales support. It was founded in 2012, and is headquartered in Bowling Green, KY, US, with a workforce of 2-10 employees. Its website is https://www.stratforddavis.com.
This job posting was last updated on 12/7/2025