Remote Financial Sales Associate — Uncapped Commission

Stratford Davis LLC; Baltimore (MD); Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis LLC seeks a Client Sales Associate to guide clients through financial decisions with personalized support and relationship-driven care. This fully remote role offers comprehensive training and mentorship within a performance-based, uncapped commission structure.

You will build your client base, conduct consultations, and present strategies for Life Insurance, IUL, and Annuities while maintaining ongoing relationships with professionalism and ethics.

Qualifications

• Strong communication, interpersonal, and presentation skills.
• Self-driven and motivated by results in a performance-based environment.
• Entrepreneurial mindset with ability to work independently.
• Committed to high ethical standards and exceptional client service.
• Previous experience in sales, finance, or customer-facing roles is a plus.

Responsibilities

• Build and expand your client base through networking, referrals, and proactive outreach.
• Conduct thorough consultations to evaluate clients’ financial needs, goals, and current situations.
• Design and present customized financial strategies aligned with client objectives.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Maintain strong, long-term relationships by delivering ongoing support and guidance.
• Stay informed on industry developments, market trends, and regulatory updates.
• Operate with professionalism, integrity, and adherence to ethical business practices.

Skills

Communication skills

Interpersonal skills

Presentation skills

Self-motivation

Entrepreneurial mindset

Ethical standards

Sales experience

Financial services knowledge

Remote work readiness

Job description

Stratford Davis LLC seeks a Client Sales Associate to guide clients through financial decisions with personalized support and relationship-driven care. This fully remote role offers comprehensive training and mentorship within a performance-based, uncapped commission structure.

You will build your client base, conduct consultations, and present strategies for Life Insurance, IUL, and Annuities while maintaining ongoing relationships with professionalism and ethics.