Remote Financial Services Sales Representative

Stratford Davis; Oklahoma City (OK); Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis is expanding its virtual advisory team and seeks driven individuals to join as remote financial services sales representatives. No prior finance experience is needed; we provide training, systems, and mentorship.

You will work from home, engaging clients via phone and video to discuss savings, life insurance, IUL, and annuities. This 100% remote role offers uncapped commissions and flexible hours, with ongoing coaching from senior advisors.

Qualifications

• Motivated to help families secure financial futures.
• Confident, clear communicator over phone and video.
• Self-disciplined and organized for work-from-home performance.
• Coachable with a focus on performance-based income.

Responsibilities

• Connect with pre-qualified clients seeking guidance on savings, income protection, and family security.
• Conduct virtual financial needs assessments via phone and video.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities; recommend options.
• Guide clients through applications, underwriting, and policy delivery with clear, timely communication.
• Maintain long-term client relationships via annual reviews and ongoing financial check-ins.
• Participate in weekly training sessions, product workshops, and one-on-one coaching.

Skills

Remote sales

Phone & video communication

Self-motivation

Relationship building

Tools

CRM tools

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.
• 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,