Remote Financial Services Sales Representative

Stratford Davis LLC; North Carolina; Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis LLC is hiring a Remote Financial Services Sales Representative. You’ll connect with clients seeking guidance on savings, protection, and wealth growth, conducting virtual needs assessments and recommending suitable life insurance, IUL, and annuity options.

Enjoy 100% remote work, with training, mentorship, and daily coaching to help you close with confidence. This role emphasizes performance-based income with commission-based compensation and flexible scheduling.

Qualifications

• Motivation to improve financial security for clients
• Confident, clear communicator over phone/video
• Self-discipline to stay productive remotely
• Willingness to engage in coaching and training

Responsibilities

• Connect with pre-qualified clients seeking guidance on savings and wealth protection
• Conduct virtual needs assessments via phone or video
• Educate clients on Life Insurance, IUL, and Annuities with suitable options
• Guide clients through applications, underwriting, and policy delivery
• Maintain long-term relationships through annual reviews and ongoing check-ins
• Participate in weekly training, product workshops, and coaching with senior advisors

Skills

Sales

Communication

Remote work

Coachable

Mentorship

Job description

Columbus, United States

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. If you are ready to help clients secure their financial future while pursuing uncapped commissions on your own schedule, start your journey with Stratford Davis!