Remote Financial Services Sales Rep - High Earnings & Travel

Stratford Davis LLC; Boston (MA); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Travel rewards

Free training & tech

Elite mentorship

Flexible schedule

Job summary

Stratford Davis LLC is seeking ambitious, customer-focused professionals for a virtual advisory role in financial services. You will consult warm leads, present tailored life insurance and retirement options, and manage client relations through a CRM. This remote position emphasizes flexibility and high earning potential.

Join a mentorship-driven team with comprehensive onboarding, free training, and travel rewards based on performance, while maintaining a focused 3–4 day workweek.

Qualifications

• Commission-Driven: High motivation to excel in an uncapped, performance-based earnings model.
• Strong Communicator: Clear, empathetic verbal and written communication skills.
• Self-Disciplined: Ability to stay organized, focused, and productive while working remotely.
• Coachability: Eagerness to learn, adapt, and apply leadership feedback.
• Experience: Background in sales or customer service is a plus, but not required.
• High Earning Potential: Uncapped, 100% commission structure with six-figure capability.
• Flexible Hours: Complete your workload in a focused 3 to 4-day workweek.
• Qualified Leads Provided: Spend time advising, not prospecting.
• Free Training & Tech: Comprehensive onboarding, tech suite, and elite mentorship at no cost.
• Travel Rewards: Earn company-sponsored luxury trips based on performance.

Responsibilities

• Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
• Assess & Present: Evaluate financial goals and present tailored insurance and annuity options.
• Manage Pipeline: Track interactions and guide clients through the sales process using our CRM.
• Build Relationships: Maintain post-sale contact to drive retention and client referrals.
• Stay Compliant: Keep up-to-date on product offerings and regulatory standards.

Skills

Communication

Self-discipline

Coachability

Remote work

Time management

Relationship building

Tools

CRM software

Job description

Stratford Davis LLC is seeking ambitious, customer-focused professionals for a virtual advisory role in financial services. You will consult warm leads, present tailored life insurance and retirement options, and manage client relations through a CRM. This remote position emphasizes flexibility and high earning potential.

Join a mentorship-driven team with comprehensive onboarding, free training, and travel rewards based on performance, while maintaining a focused 3–4 day workweek.