Remote Financial Sales Pro — High Earnings, Flexible Hours

Stratford Davis; Omaha (NE); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Free Training & Tech

Travel Rewards

Mentorship & Support

Flexible 3–4 day workweek

Job summary

Stratford Davis in Omaha is seeking ambitious, customer-focused individuals to launch a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients plan with life insurance and retirement options.

Responsibilities include meeting qualified leads virtually, presenting tailored options, managing the sales pipeline, building post-sale relationships, and staying compliant with regulations.

Qualifications

• Strong communication skills, both verbal and written.
• Ability to stay organized and productive while working remotely.
• Willingness to learn and adapt under feedback.
• Experience in sales or customer service is a plus, not required.

Responsibilities

• Consult Warm Leads: Meet virtually with qualified prospects.
• Assess & Present: Align financial goals with insurance/annuity options.
• Manage Pipeline: Track interactions through the CRM.
• Build Relationships: Maintain post-sale contact for retention and referrals.
• Stay Compliant: Keep up-to-date with product offerings and regulations.

Skills

Strong communicator

Remote work

Self-discipline

Coachability

Industry knowledge beneficial

Job description

Stratford Davis in Omaha is seeking ambitious, customer-focused individuals to launch a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients plan with life insurance and retirement options.

Responsibilities include meeting qualified leads virtually, presenting tailored options, managing the sales pipeline, building post-sale relationships, and staying compliant with regulations.