Remote Customer Sales Representative

Stratford Davis LLC; Philadelphia (Philadelphia County); Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Flexible schedule

Global conferences

Executive mentorship

Job summary

Stratford Davis LLC in Philadelphia is seeking a self-motivated financial professional who thrives in a high-energy, collaborative environment. You will conduct virtual consultations, assess client needs, and craft tailored wealth-protection strategies to secure new business and foster lasting client relationships.

The role offers a commission-based earning structure with significant growth potential, supported by turnkey corporate resources, executive mentorship, and calendar flexibility in a

Qualifications

• Self-motivated with a sales mindset and ability to work independently.
• Strong communication, presentation, and interpersonal skills for client interactions.
• Experience in financial services or wealth planning is a plus.

Responsibilities

• Collaborative development with leaders in a supportive team environment.
• Assess client needs and goals through pre-screened client conversations.
• Conduct virtual consultations and phone meetings to advise prospective clients.
• Develop strategic financial protection and insurance strategies for clients.
• Deliver clear proposals to secure business and build long-term relationships.

Skills

Communication

Sales

Financial planning

Client relations

Education

Bachelor's degree in finance or related field

Tools

CRM (Salesforce or similar)

Digital sales platforms

Job description

Philadelphia, United States

We are an accelerating force in the insurance and financial planning sector, celebrated for our drive, supportive atmosphere, and dedication to quality. Honored twice by Entrepreneur Magazine for our outstanding organizational environment, we consistently boast exceptional candidate feedback and high ratings across Glassdoor and Indeed. Furthermore, our proven market growth has earned us a distinguished position on the Inc. 5000 list for six consecutive years, alongside a recent feature in Forbes highlighting our innovative approach and industry leadership.

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.