Remote Financial Services Sales Pro — Uncapped Earnings

Stratford Davis; Portland (ME); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Uncapped commissions

Training provided

Mentorship

Flexible hours

Job summary

Stratford Davis is expanding its virtual advisory team and seeking remote financial services sales representatives. No prior finance experience is required; we provide training, scripts, and mentorship to get you started.

You will connect with pre-qualified clients, conduct virtual needs assessments, and educate on Life Insurance, IUL, and Annuities, guiding clients through applications and policy delivery, while building long-term relationships.

Qualifications

• Motivated to improve financial security for individuals and families.
• Confident communicator who builds trust over phone/video.
• Self-disciplined and organized to stay productive remotely.
• Coachable, goal-oriented, and open to mentorship and training.

Responsibilities

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

Skills

Communication

Goal-oriented

Self-disciplined

Coachable

Job description

Stratford Davis is expanding its virtual advisory team and seeking remote financial services sales representatives. No prior finance experience is required; we provide training, scripts, and mentorship to get you started.

You will connect with pre-qualified clients, conduct virtual needs assessments, and educate on Life Insurance, IUL, and Annuities, guiding clients through applications and policy delivery, while building long-term relationships.