Remote Financial Services Sales Representative

Stratford Davis; Oklahoma; Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Uncapped earnings

100% Remote

Sales training & mentorship

Job summary

Stratford Davis is expanding its virtual advisory team and seeks a remote Financial Services Sales Representative to help families protect and grow wealth from home. Training, systems, and mentorship are provided, with commission-only earnings and no cap on income.

You will connect with pre-qualified clients, perform needs assessments, and educate on life products while guiding applications and policy delivery. This is a fully remote, flexible role with performance-based compensation.

Qualifications

• Clear, confident communication over phone and video.
• Self-discipline and organization to stay productive remotely.
• Coachable, goal-oriented attitude with a focus on performance.

Responsibilities

• Connect with pre-qualified clients seeking guidance on savings and security.
• Conduct virtual needs assessments via phone/video to understand goals.
• Educate clients on Life Insurance, IUL, and Annuities and recommend options.
• Guide clients through applications, underwriting, and policy delivery with clear communication.
• Maintain long-term relationships through annual reviews and check-ins.
• Participate in weekly training, product workshops, and coaching sessions.

Skills

Clear communication

Self-discipline

Coachable

Goal-oriented

Organized

Job description

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