Remote Financial Services Sales Representative

Stratford Davis; San Jose (CA); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

100% remote

Commission-only pay

Ongoing coaching

Flexible hours

Training programs

Job summary

Stratford Davis is expanding its virtual advisory team and seeking motivated individuals for a fully remote Financial Services Sales Representative role. Training, systems, and mentorship are provided to help you start and succeed.

In this role, you will connect with clients, conduct virtual needs assessments, and educate them on Life Insurance, IUL, and Annuities. You will guide applications and maintain long-term relationships through regular reviews, with weekly trainings and coaching from

Qualifications

• Excellent communicators who explain complex concepts clearly.
• Strong self-discipline and organization for remote work.
• Goal-oriented with a track record of meeting or exceeding targets.

Responsibilities

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

Skills

Clear communication

Self-discipline

Goal-oriented

Coachable

Job description

San Jose, 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.

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, and start your journey with Stratford Davis!