Remote Financial Services Sales Rep - Uncapped Earnings

Stratford Davis LLC; Chicago (IL); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

100% Remote

Uncapped earnings

Commission-based pay

Training & mentorship

Job summary

Stratford Davis LLC is seeking a Remote Financial Services Sales Representative in the United States. The role focuses on helping families protect and grow wealth from home, with full training and mentorship provided.

Responsibilities include engaging with pre-qualified clients, conducting needs assessments via phone/video, and educating on life products like Life Insurance, IUL, and Annuities. Expect performance-based commissions and ongoing coaching from experienced advisors.

Qualifications

• Genuinely motivated to improve the financial security of individuals and families.
• Confident, clear communicator who builds trust quickly over phone and video.
• Self-disciplined and organized, able to stay productive in a work-from-home environment.
• Coachable, goal-oriented, and excited by performance-based income.

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.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities, then recommend options suited to their needs.
• 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.

Skills

Communication skills

Self-discipline

Coachable

Goal oriented

Job description

Stratford Davis LLC is seeking a Remote Financial Services Sales Representative in the United States. The role focuses on helping families protect and grow wealth from home, with full training and mentorship provided.

Responsibilities include engaging with pre-qualified clients, conducting needs assessments via phone/video, and educating on life products like Life Insurance, IUL, and Annuities. Expect performance-based commissions and ongoing coaching from experienced advisors.