Remote Financial Services Sales Pro — Uncapped Earnings

Stratford Davis; Minneapolis (MN); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Uncapped earnings

100% remote

Sales training

Mentorship & coaching

Job summary

Stratford Davis is expanding its virtual advisory team and seeking remote financial services sales representatives who want flexibility and growth. This commission-only role lets you work from home with uncapped earnings and comprehensive training.

You will connect with clients via phone/video, educate them on savings, life insurance, IUL, and annuities, and guide them through applications while building long-term relationships with ongoing check-ins.

Qualifications

• Must be motivated to help families improve financial security.
• Strong communication skills over phone and video.
• Self-discipline to thrive in a remote work environment.
• Willingness to learn and grow with performance-based income.

Responsibilities

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

Skills

Excellent communication

Self-motivated

Coachable

Goal-oriented

Tools

Zoom

CRM software

Job description

Stratford Davis is expanding its virtual advisory team and seeking remote financial services sales representatives who want flexibility and growth. This commission-only role lets you work from home with uncapped earnings and comprehensive training.

You will connect with clients via phone/video, educate them on savings, life insurance, IUL, and annuities, and guide them through applications while building long-term relationships with ongoing check-ins.