Remote Financial Services Sales Pro | Uncapped Earnings

Stratford Davis; Las Vegas (NV); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Uncapped earnings

100% remote

Sales training

Mentorship

Job summary

Stratford Davis is expanding its virtual advisory team and seeks driven individuals for a remote Financial Services Sales Representative role. You will connect with pre-qualified clients, assess needs via phone and video, and present life insurance and annuity options with training and scripts provided.

No prior finance experience is required; we provide comprehensive onboarding, mentorship, and ongoing coaching. This is a 100% remote, commission-only opportunity with uncapped earning potential.

Qualifications

• No prior finance experience required; training is provided.
• Virtual advisory team involves remote work and mentorship.

Responsibilities

• Connect with pre-qualified clients seeking guidance on savings and security.
• Conduct virtual financial needs assessments via phone and video.
• Educate clients on Life Insurance, IUL, and Annuities; recommend suitable options.
• Guide clients through applications, underwriting, and policy delivery.
• Maintain long-term client relationships with annual reviews and check-ins.
• Participate in weekly training sessions and coaching with senior advisors.

Skills

Strong communication

Motivated to help families

Self-disciplined

Coachable

Job description

Stratford Davis is expanding its virtual advisory team and seeks driven individuals for a remote Financial Services Sales Representative role. You will connect with pre-qualified clients, assess needs via phone and video, and present life insurance and annuity options with training and scripts provided.

No prior finance experience is required; we provide comprehensive onboarding, mentorship, and ongoing coaching. This is a 100% remote, commission-only opportunity with uncapped earning potential.