Remote Financial Services Sales Pro - Mentorship

Stratford Davis LLC; Milwaukee (WI); Remote; USD 55,000 - 110,000; Full time

Benefits offered by this job

Health benefit options

Lead systems

Annual incentive trips for top pro­duc

Job summary

Stratford Davis LLC is seeking a remote Financial Services Sales Representative in the United States. You will connect with clients to assess needs, recommend life insurance and annuity strategies, and guide applications and policy delivery. Training and mentorship are provided, with performance-based compensation and ongoing client relationships.

This 100% remote role offers uncapped commissions, self-motivation, and the opportunity to build a long-term advisory career from home.

Qualifications

• Must be licensed or willing to obtain Life & Health license.

Responsibilities

• Connect with pre-qualified clients seeking guidance on savings, income protection, and family security.
• Conduct virtual needs assessments over phone and video to understand goals.
• Recommend tailored solutions including life insurance, Indexed Universal Life (IUL), and annuity strategies.
• Guide clients through applications, underwriting, and policy delivery with clear, timely communication.
• Maintain long-term client relationships through annual reviews and ongoing financial check-ins.
• Participate in weekly training sessions, product workshops, and one-on-one coaching with senior advisors.

Skills

Strong communication

Licensed Life &Health Agent or willing

Job description

Stratford Davis LLC is seeking a remote Financial Services Sales Representative in the United States. You will connect with clients to assess needs, recommend life insurance and annuity strategies, and guide applications and policy delivery. Training and mentorship are provided, with performance-based compensation and ongoing client relationships.

This 100% remote role offers uncapped commissions, self-motivation, and the opportunity to build a long-term advisory career from home.