Remote Financial Services Sales Rep — Uncapped Earnings

Stratford Davis; San Jose (CA); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

100% remote

Commission-only pay

Ongoing coaching

Flexible hours

Training programs

Job summary

Stratford Davis is expanding its virtual advisory team and seeking motivated individuals for a fully remote Financial Services Sales Representative role. Training, systems, and mentorship are provided to help you start and succeed.

In this role, you will connect with clients, conduct virtual needs assessments, and educate them on Life Insurance, IUL, and Annuities. You will guide applications and maintain long-term relationships through regular reviews, with weekly trainings and coaching from

Qualifications

• Excellent communicators who explain complex concepts clearly.
• Strong self-discipline and organization for remote work.
• Goal-oriented with a track record of meeting or exceeding targets.

Responsibilities

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

Skills

Clear communication

Self-discipline

Goal-oriented

Coachable

Job description

Stratford Davis is expanding its virtual advisory team and seeking motivated individuals for a fully remote Financial Services Sales Representative role. Training, systems, and mentorship are provided to help you start and succeed.

In this role, you will connect with clients, conduct virtual needs assessments, and educate them on Life Insurance, IUL, and Annuities. You will guide applications and maintain long-term relationships through regular reviews, with weekly trainings and coaching from