Remote Financial Services Sales Advisor – High Earnings & Flexible Hours

Stratford Davis; Ohio; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

High earning potential

Flexible hours

Qualified leads provided

Free training & tech

Job summary

Stratford Davis is seeking ambitious, customer-focused individuals for a fully remote advisory role in financial services. You will help clients protect their futures with Life Insurance, Indexed Universal Life (IUL), and Annuities, using our proven model and mentorship.

Enjoy flexible hours and an uncapped commission structure, with training and mentorship provided. You will work with qualified leads, not cold prospects, and build lasting client relationships from anywhere in the United States.

Qualifications

• Commission-Driven: High motivation to excel in an uncapped, performance-based earnings model.
• Strong Communicator: Clear, empathetic verbal and written communication skills.
• Self-Disciplined: Ability to stay organized, focused, and productive while working remotely.
• Coachability: Eagerness to learn, adapt, and apply leadership feedback.
• Experience: 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.
• Client Education: Sell, educate, and present to clients on Life Insurance, IUL, and Annuities.
• Build Relationships: Maintain post-sale contact to drive retention and client referrals.

Job description

Stratford Davis is seeking ambitious, customer-focused individuals for a fully remote advisory role in financial services. You will help clients protect their futures with Life Insurance, Indexed Universal Life (IUL), and Annuities, using our proven model and mentorship.

Enjoy flexible hours and an uncapped commission structure, with training and mentorship provided. You will work with qualified leads, not cold prospects, and build lasting client relationships from anywhere in the United States.