Remote Financial Advisor (Uncapped Commission & Training)

Stratford Davis LLC; San Francisco (CA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Uncapped commissions

Flexible 3–4 day workweek

Travel perks

Job summary

Stratford Davis LLC is seeking motivated professionals to join its remote sales team in a San Francisco, CA, area role. You will work from home while helping clients make informed decisions about life insurance and long-term financial goals.

From day one, you will receive structured training, mentorship, and access to proven systems designed to help you succeed. The position offers uncapped commissions, a flexible 3–4 day workweek, and global travel perks for top performers.

Qualifications

• Strong verbal and written communication skills.
• Ability to build rapport and influence decisions ethically.
• Self-motivated with a goal-oriented mindset.
• Comfortable working independently in a remote environment.
• Willingness to obtain insurance licensing if needed.

Responsibilities

• Work with warm, pre-qualified leads who have already expressed interest.
• Conduct virtual consultations via phone or video to understand client needs.
• Present personalized solutions including life insurance, IULs, and annuities.
• Educate clients on financial protection and wealth-building strategies.
• Build trust and guide clients through their decision-making process.
• Manage the entire sales lifecycle from first contact through closing.
• Maintain detailed client records using CRM platforms.
• Follow up consistently to ensure satisfaction and generate referrals.
• Meet or exceed sales goals and performance benchmarks.
• Participate in ongoing training and coaching sessions.

Skills

Verbal communication

Written communication

Rapport building

Self-motivation

Remote work

Licensing willingness

Organizational skills

CRM software

Goal oriented

Tools

CRM software

Video calls

Job description

Stratford Davis LLC is seeking motivated professionals to join its remote sales team in a San Francisco, CA, area role. You will work from home while helping clients make informed decisions about life insurance and long-term financial goals.

From day one, you will receive structured training, mentorship, and access to proven systems designed to help you succeed. The position offers uncapped commissions, a flexible 3–4 day workweek, and global travel perks for top performers.