Remote Financial Services Sales Representative

Stratford Davis LLC; Milwaukee (WI); Remote; USD 55,000 - 110,000; Full time

Benefits offered by this job

Health benefit options

Lead systems

Annual incentive trips for top pro­duc

Job summary

Stratford Davis LLC is seeking a remote Financial Services Sales Representative in the United States. You will connect with clients to assess needs, recommend life insurance and annuity strategies, and guide applications and policy delivery. Training and mentorship are provided, with performance-based compensation and ongoing client relationships.

This 100% remote role offers uncapped commissions, self-motivation, and the opportunity to build a long-term advisory career from home.

Qualifications

• Must be licensed or willing to obtain Life & Health license.

Responsibilities

• Connect with pre-qualified clients seeking guidance on savings, income protection, and family security.
• Conduct virtual needs assessments over phone and video to understand 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.

Skills

Strong communication

Licensed Life &Health Agent or willing

Job description

Milwaukee, United States | Posted on 11/04/2026

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.

Start Your Sales Career Today

This is a 100% remote, commission-based opportunity for self-motivated individuals who want flexibility, purpose, and real growth.