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Job description
About the Opportunity
Stratford Davis is seeking motivated professionals to join our expanding virtual sales organization. This role is ideal for individuals who enjoy working with people, are motivated by results, and want to build a long-term career in financial services.
You will play a key role in helping clients secure their financial future by providing tailored insurance and retirement solutions.
Responsibilities
- Connect with inbound, pre-qualified leads (no cold calling required)
- Conduct virtual consultations to assess client needs and goals
- Recommend appropriate financial products such as life insurance and annuities
- Clearly explain product benefits and long-term value
- Build and maintain strong client relationships
- Track all interactions and progress using CRM systems
- Manage your pipeline from initial contact to closing
- Follow up with clients for retention and referrals
- Stay informed on product updates and compliance requirements
Requirements
- Excellent communication and interpersonal skills
- Strong work ethic and self-discipline
- Comfortable working remotely
- Willingness to learn and grow
- Sales or customer service experience is helpful but not required
Benefits:
- Adaptable Schedule: Work just 3–4 productive days each week, giving you flexibility and control over your time.
- High commission based structure
- Pre-Qualified Prospects: Skip the outreach grind — you’ll connect only with interested, vetted leads.
- No-Cost Training: Take advantage of in-depth digital training and live guidance at no expense.
- Advanced Platforms: Utilize premium sales systems and tools provided to support your success.
- Professional Guidance: Benefit from continuous coaching from experienced mentors.
- Travel Rewards: Earn the chance to join exclusive, company-sponsored international trips.
Requirements
