Remote Customer Sales Representative

Stratford Davis LLC; Pennsylvania; Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis LLC in Philadelphia invites self-motivated wealth professionals to join a high-commission, ownership-oriented team. You will advise clients on wealth protection solutions, including Indexed Universal Life, annuities, and life insurance, delivering tailored strategies and confident proposals.

Role emphasizes flexible autonomy and ongoing coaching within a turnkey corporate framework, with uncapped earning potential for top performers who build lasting client relationships.

Qualifications

• Experience in financial services and wealth protection products.
• Ability to build relationships with pre-screened clients.
• Comfort with online meetings and phone consultations.
• Strong communication and presentation skills.

Responsibilities

• Participate in collaborative development with experienced leaders.
• Assess client needs and advise on wealth protection strategies.
• Conduct virtual consultations and phone meetings with prospective clients.
• Develop tailored financial plans and long-term client relationships.

Skills

Wealth management

Sales

Client needs assessment

Virtual consultations

Strategic planning

Portfolio presentation

Job description

Philadelphia, United States | Posted on 11/03/2026

What You'll Do

• As a member of our high-energy team, you will benefit from continuous coaching and professional development designed to elevate your career. Your daily responsibilities will include:
• Collaborative Development: Partnering with seasoned leaders within an encouraging and cooperative team environment.
• Client Needs Assessment: Connecting with pre-screened clients to evaluate their financial goals and coverage requirements.
• Virtual Consultations: Conducting professional online meetings and phone consultations to advise prospective clients.
• Strategic Planning: Developing custom financial protection and insurance strategies tailored to individual client objectives.
• Portfolio Presentation: Delivering clear, confident proposals to secure business and establish long-term client relationships.

What Makes Us Different

• We prioritize strategic effort over sheer grind. Here is how we stand out from the competition:
• Schedule Autonomy: Enjoy flexibility over your calendar, typically structured around 3 to 4 high-impact workdays weekly.
• Qualified Pipeline: Benefit from zero cold calling through direct access to a steady stream of interested, pre-qualified prospects.
• No-Cost Education: Gain unlimited access to extensive digital learning libraries and real-time professional guidance.
• State-of-the-Art Resources: Utilize complimentary, advanced digital sales platforms and proprietary technology tools.
• Executive Mentorship: Master your craft through structured, direct coaching alongside experienced industry authorities.
• Elite Rewards: Qualify for fully compensated, annual global excursions and conferences designed for our leading producers.

Role Overview

• Product Focus: This position centers on delivering key wealth-preservation vehicles, including Indexed Universal Life (IUL), annuities, and essential life insurance.
• Ideal Candidate: This opportunity is engineered for self-motivated professionals seeking the freedom of business ownership, backed by an established, turnkey corporate framework.
• Compensation Structure: Operating on a high commission-based model, this position leverages a performance-based earning structure where your overall compensation is directly aligned with the results you generate.
• If you are eager to claim ownership of your professional path, unlock uncapped earning potential, and make a lasting difference in the lives of families, we want to meet you.