Remote Financial Sales Pro, High Earnings & Mentorship

Stratford Davis LLC; Cincinnati (OH); Remote; USD 90,000 - 180,000; Full time

Benefits offered by this job

Uncapped commissions

Elite mentorship

Free training & technology

Travel rewards

Flexible 3–4 day workweek

Qualified leads provided

Job summary

Stratford Davis LLC is seeking ambitious, customer-focused professionals to launch a high-earning career in financial services from a remote setting. You will use our proven model, modern software, and direct mentorship to help clients secure futures with customized life insurance and retirement plans.

Core responsibilities include meeting virtual with qualified prospects, evaluating goals, presenting tailored options, and guiding clients through the sales process using our CRM.

Qualifications

• Commission-driven role with uncapped earnings.
• Clear, empathetic verbal and written communication skills.
• Ability to stay organized and productive while working remotely.
• Eagerness to learn and apply leadership feedback.

Responsibilities

• Consult warm leads via virtual meetings, no cold calling.
• Assess financial goals and present tailored options.
• Manage pipeline and guide clients through CRM.
• Build relationships with post-sale follow-up for retention and referrals.
• Stay compliant with product offerings and regulatory standards.

Skills

Strong communicator

Self-disciplined

Coachability

Remote work capable

Tools

CRM

Job description

Stratford Davis LLC is seeking ambitious, customer-focused professionals to launch a high-earning career in financial services from a remote setting. You will use our proven model, modern software, and direct mentorship to help clients secure futures with customized life insurance and retirement plans.

Core responsibilities include meeting virtual with qualified prospects, evaluating goals, presenting tailored options, and guiding clients through the sales process using our CRM.