Remote Financial Sales Pro — Inbound Leads + Training

Stratford Davis; Boston (MA); Remote; USD 45,000 - 90,000; Part time

Benefits offered by this job

Schedule Freedom

Inbound Leads Only

Training at No Charge

Cutting-Edge Systems

Career Mentorship

Travel Incentives

Job summary

Stratford Davis is seeking a Remote Virtual Sales Representative to join our growth-focused team. You will engage with qualified prospects via virtual channels, refine consultative selling skills, and present tailored financial solutions including life insurance, IULs, and annuities.

Training is provided and mentorship is available to help you excel. You’ll work a remote schedule with 3–4 days per week, handle inbound leads only, and have access to advanced CRM tools, cutting-edge systems, and

Qualifications

• Strong verbal and written communication skills and eagerness to improve.
• Self-motivated learner with a proactive approach to skill development.
• Performance-driven mindset with a desire for advancement opportunities.

Responsibilities

• Engage with interested prospects through virtual channels.
• Refine consultative selling skills in a supportive environment.
• Present customized financial solutions (Life Insurance, IULs, Annuities) with growing confidence.
• Master each stage of client acquisition and relationship management process.
• Develop compelling presentation skills to drive client decisions.
• Build technological proficiency through hands-on CRM experience.

Skills

Verbal communication

Written communication

Self-motivation

Performance-driven mindset

Tools

CRM

Job description

Stratford Davis is seeking a Remote Virtual Sales Representative to join our growth-focused team. You will engage with qualified prospects via virtual channels, refine consultative selling skills, and present tailored financial solutions including life insurance, IULs, and annuities.

Training is provided and mentorship is available to help you excel. You’ll work a remote schedule with 3–4 days per week, handle inbound leads only, and have access to advanced CRM tools, cutting-edge systems, and