Remote Financial Services Sales Representative

Stratford Davis; New Orleans (LA); Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis is expanding its virtual advisory team and seeking a remote Financial Services Sales Representative to connect with pre-qualified clients about saving, income protection, and wealth growth. No prior finance experience is required; we provide comprehensive training, systems, and mentorship to get you started.

This fully remote, commission-only role offers uncapped earnings, flexible hours, and ongoing sales coaching from senior advisors.

Qualifications

• No prior finance experience required; training provided.
• Must be coachable, goal-oriented and motivated to grow revenue.
• Excellent verbal communication and active listening skills.
• Ability to work independently and manage time effectively.

Responsibilities

• Connect with pre-qualified clients seeking guidance on savings and wealth protection.
• Conduct virtual needs assessments via phone and video to understand client goals.
• Educate clients on life insurance, IUL, and annuities and recommend suitable options.
• Guide clients through applications, underwriting, and policy delivery with clear communication.
• Maintain long-term relationships via annual reviews and ongoing check-ins.

Skills

Strong communication

Self-motivated

Organizational skills

Coachable

Job description

New Orleans, United States | Posted on 11/13/2026

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.

Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities, then recommend options suited to their needs.

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.

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-only 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.

Start Your Sales Career Today

Training is provided, with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.

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