Remote Financial Services Sales Pro — Uncapped Earnings

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

Benefits offered by this job

Health benefit options

Lead systems

Annual incentive trips for top sellers

Job summary

Stratford Davis LLC in the United States is seeking a remote Financial Services Sales Representative to help families protect and grow their wealth from home. You will engage pre-qualified clients, perform needs assessments, and recommend life insurance, IUL, and annuity strategies.

Training, mentorship, and tools are provided to support your success. This is a 100% remote, commission-based opportunity with ongoing coaching from experienced advisors.

Qualifications

• Motivated to improve the financial security of individuals and families.
• Licensed Life & Health Agent, or willing to obtain license.
• Self-disciplined and organized; able to stay productive in a work-from-home environment.

Responsibilities

• Connect with pre-qualified clients who have requested guidance on savings, income protection, and family security.
• Conduct virtual financial needs assessments over phone and video to understand each client's 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.

Job description

Stratford Davis LLC in the United States is seeking a remote Financial Services Sales Representative to help families protect and grow their wealth from home. You will engage pre-qualified clients, perform needs assessments, and recommend life insurance, IUL, and annuity strategies.

Training, mentorship, and tools are provided to support your success. This is a 100% remote, commission-based opportunity with ongoing coaching from experienced advisors.