Remote Financial Services Sales Representative

Stratford Davis; Pittsburgh (Allegheny County); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

100% Remote

Commission-based pay

Uncapped earnings

Sales training

Mentorship program

Job summary

Stratford Davis is expanding its virtual advisory team and seeks motivated individuals to join as remote financial services sales representatives. No prior finance experience needed; comprehensive training and mentorship are provided to help you start.

This 100% remote role emphasizes commission-based income with uncapped earnings. You'll connect with clients, conduct needs assessments, educate on Life Insurance, IUL, and Annuities, and guide them through underwriting and policy delivery, all

Qualifications

• Motivated to help families with financial protection and growth.
• Willing to be trained in sales systems and scripts.
• Able to work effectively via phone/video from home.

Responsibilities

• Connect with clients seeking guidance on savings, income protection, and family security.
• Conduct virtual needs assessments via phone/video to understand goals.
• Educate on Life Insurance, IUL, and Annuities; recommend suitable options.
• Guide clients through applications, underwriting, and policy delivery.
• Maintain long-term relationships with annual reviews and check-ins.
• Join weekly trainings, product workshops, and coaching sessions.

Skills

Excellent communication skills

Self-discipline

Coachable and goal-oriented

Remote work proficiency

Job description

Pittsburgh, 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.