Remote Financial Services Sales Rep - Uncapped Earnings

Stratford Davis; Oklahoma City (OK); A distancia; USD 60.000 - 120.000; Jornada completa

Descripción de la vacante

Stratford Davis is expanding its virtual advisory team and seeks driven individuals to join as remote financial services sales representatives. No prior finance experience is needed; we provide training, systems, and mentorship.

You will work from home, engaging clients via phone and video to discuss savings, life insurance, IUL, and annuities. This 100% remote role offers uncapped commissions and flexible hours, with ongoing coaching from senior advisors.

Formación

• Motivated to help families secure financial futures.
• Confident, clear communicator over phone and video.
• Self-disciplined and organized for work-from-home performance.
• Coachable with a focus on performance-based income.

Responsabilidades

• Connect with pre-qualified clients seeking guidance on savings, income protection, and family security.
• Conduct virtual financial needs assessments via phone and video.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities; recommend options.
• Guide clients through applications, underwriting, and policy delivery with clear, timely communication.
• Maintain long-term client relationships via annual reviews and ongoing financial check-ins.
• Participate in weekly training sessions, product workshops, and one-on-one coaching.

Conocimientos

Remote sales

Phone & video communication

Self-motivation

Relationship building

Herramientas

CRM tools

Descripción del empleo

Stratford Davis is expanding its virtual advisory team and seeks driven individuals to join as remote financial services sales representatives. No prior finance experience is needed; we provide training, systems, and mentorship.

You will work from home, engaging clients via phone and video to discuss savings, life insurance, IUL, and annuities. This 100% remote role offers uncapped commissions and flexible hours, with ongoing coaching from senior advisors.