Remote Financial Sales Advisor — Six-Figure Potential

Stratford Davis LLC

Boston (MA)

Remote

USD 90,000 - 180,000

Full time

3 days ago
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Benefits offered by this job

Uncapped commissions
Flexible schedule
Mentorship program
Travel rewards
Onboarding & tech included

Job summary

Stratford Davis LLC in Boston, MA is seeking ambitious, customer-focused individuals to build a high-earning career in financial services. You will consult warm leads, present tailored life insurance and retirement options, and work remotely with direct mentorship.

The role offers an uncapped, 100% commission structure with six-figure potential and flexible 3–4 day workweeks. Training and a supportive tech stack help you stay compliant and productive while growing client relationships.

Qualifications

  • Uncapped, performance-based earnings with six-figure potential.
  • Clear, empathetic verbal and written communication.
  • Ability to stay organized, focused, and productive while working remotely.
  • Eagerness to learn, adapt, and apply leadership feedback.
  • Background in sales or customer service is a plus but not required.

Responsibilities

  • Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
  • Assess & Present: Evaluate financial goals and present tailored insurance and annuity options.
  • Manage Pipeline: Track interactions and guide clients through the sales process using our CRM.
  • Build Relationships: Maintain post-sale contact to drive retention and client referrals.
  • Stay Compliant: Keep up-to-date on product offerings and regulatory standards.

Skills

Commission-driven
Strong communicator
Self-disciplined
Coachability
Remote work

Job description

Stratford Davis LLC in Boston, MA is seeking ambitious, customer-focused individuals to build a high-earning career in financial services. You will consult warm leads, present tailored life insurance and retirement options, and work remotely with direct mentorship.

The role offers an uncapped, 100% commission structure with six-figure potential and flexible 3–4 day workweeks. Training and a supportive tech stack help you stay compliant and productive while growing client relationships.

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