Remote Financial Services Sales Representative

Stratford Davis; Portland (ME); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Uncapped commissions

Training provided

Mentorship

Flexible hours

Job summary

Stratford Davis is expanding its virtual advisory team and seeking remote financial services sales representatives. No prior finance experience is required; we provide training, scripts, and mentorship to get you started.

You will connect with pre-qualified clients, conduct virtual needs assessments, and educate on Life Insurance, IUL, and Annuities, guiding clients through applications and policy delivery, while building long-term relationships.

Qualifications

• Motivated to improve financial security for individuals and families.
• Confident communicator who builds trust over phone/video.
• Self-disciplined and organized to stay productive remotely.
• Coachable, goal-oriented, and open to mentorship and training.

Responsibilities

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

Skills

Communication

Goal-oriented

Self-disciplined

Coachable

Job description

Portland, United States | Posted on 11/10/2026

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.