Remote Financial Services Sales Representative

Stratford Davis LLC; Louisville (KY); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health benefit options

Lead systems

Annual incentive trips for top sellers

Job summary

Stratford Davis LLC is hiring a remote Financial Services Sales Representative. You will connect with clients via phone and video, assess needs, and offer tailored life insurance, IUL, and annuity solutions. Training, mentorship, and systems support help you succeed from home.

Role emphasizes uncapped earnings and ongoing coaching from senior advisors, with access to health options and lead systems. Remote work from anywhere in the US is supported.

Qualifications

• Strong communication and active listening during calls and video meetings.
• Willingness to obtain Life & Health license if not already licensed.
• Self-motivated with organizational skills for remote work.

Responsibilities

• Connect with pre-qualified clients seeking guidance on savings and protection.
• Conduct virtual needs assessments to understand client goals.
• Recommend life insurance, IUL, and annuity strategies tailored to clients.
• Guide clients through applications and underwriting with clear updates.
• Maintain long-term relationships through annual reviews and check-ins.
• Participate in weekly training sessions and coaching with senior advisors.

Skills

Sales

Communication

Financial services

Job description

Join Stratford Davis | Remote Financial Services Sales Representative

Ready to build a meaningful career helping families protect and grow their wealth, all from the comfort of home? Stratford Davis is expanding its virtual advisory team and is looking for driven, people-focused individuals to join as remote financial services sales representatives. No prior finance experience is needed; we provide the training, systems, and mentorship to get you started.

Key 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.
• Recommend tailored solutions including life insurance, Indexed Universal Life (IUL), and annuity strategies.
• 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.

Who You Are

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

Uncapped Earnings:

Commission-based compensation with no ceiling on what you can earn.

100% Remote:

Work from home or anywhere with a reliable internet connection.

Sales Training:

Proven scripts, systems, and tools to help you close with confidence.

Mentorship & Training:

Ongoing coaching from experienced advisors and agency leaders.

Rewards & Benefits:

• Access to health benefit options, lead systems, and annual incentive trips for top producers.