Remote Financial Services Sales Representative

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

Benefits offered by this job

Health benefit options

Lead systems

Annual incentive trips for top sellers

Job summary

Stratford Davis LLC in the United States is seeking a remote Financial Services Sales Representative to help families protect and grow their wealth from home. You will engage pre-qualified clients, perform needs assessments, and recommend life insurance, IUL, and annuity strategies.

Training, mentorship, and tools are provided to support your success. This is a 100% remote, commission-based opportunity with ongoing coaching from experienced advisors.

Qualifications

• Motivated to improve the financial security of individuals and families.
• Licensed Life & Health Agent, or willing to obtain license.
• Self-disciplined and organized; able to stay productive in a work-from-home environment.

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.

Job description

Philadelphia, United States | Posted on 11/04/2026

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.
• 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.

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.

Start Your Sales Career Today

This is a 100% remote, commission-based opportunity for self-motivated individuals who want flexibility, purpose, and real growth. If you are ready to help clients secure their financial future while building a six-figure income on your own schedule, submit your resume today and start your journey with Stratford Davis!