Remote Financial Services Sales Representative

Stratford Davis LLC; Nashville (TN); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Uncapped Earnings

100% Remote

Sales Training

Mentorship & Training

Rewards & Benefits

Job summary

Stratford Davis LLC is seeking a remote Financial Services Sales Representative to help families protect and grow wealth from home. No prior finance experience is required as we provide training, systems, and mentorship to start quickly.

You will connect with clients for needs assessments and recommend life insurance, IUL, and annuity solutions, guiding them through applications and policy delivery while building long-term relationships through yearly check-ins.

Qualifications

• Desire to improve the financial security of families.
• Confident, clear communicator over phone and video.
• Licensed Life & Health Agent or willing to obtain license.
• Self-disciplined and organized for remote work.

Responsibilities

• Connect with pre-qualified clients who seek guidance on savings and security.
• Conduct virtual financial needs assessments via phone and video.
• Recommend tailored life insurance, IUL, and annuity solutions.
• Guide clients through applications, underwriting, and policy delivery.
• Maintain long-term relationships through annual reviews and ongoing check-ins.
• Participate in weekly training sessions, product workshops, and coaching with senior advisors.

Skills

Communication skills

Self-discipline

Coachable

Goal-oriented

Education

Licensed Life & Health Insurance Agent

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.

Benefits

• 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.