Remote Financial Services Sales Pro | Uncapped Earnings

Stratford Davis LLC; San Diego (CA); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Uncapped earnings

100% Remote

Sales training

Mentorship & Training

Job summary

Stratford Davis LLC is expanding its fully remote advisory team and seeks driven, people-focused individuals to become remote financial services sales representatives. No prior finance experience is required; we provide training, systems, and mentorship to get you started.

In this role, you will connect with clients, perform virtual needs assessments, and educate on life insurance, IUL, and annuities, tailoring recommendations.

Qualifications

• No prior finance experience required.
• Strong communication skills for remote work.
• Self-motivation and goal-oriented with performance-based income.

Responsibilities

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

Skills

Communication

Self-discipline

Coachable

Job description

Stratford Davis LLC is expanding its fully remote advisory team and seeks driven, people-focused individuals to become remote financial services sales representatives. No prior finance experience is required; we provide training, systems, and mentorship to get you started.

In this role, you will connect with clients, perform virtual needs assessments, and educate on life insurance, IUL, and annuities, tailoring recommendations.