Remote Financial Services Sales Representative

Stratford Davis; Texas; Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Uncapped commissions

Remote work

Sales training

Mentorship

Job summary

Stratford Davis in the United States is seeking a Remote Financial Services Sales Representative to grow its virtual advisory team. No prior finance experience is required; training, systems, and mentorship are provided to get you started from home.

You will connect with clients, assess needs, discuss life insurance, IUL, and annuities, and guide them through applications while building long-term relationships. This is a commission-only, uncapped opportunity with flexible hours and remote work.

Qualifications

• Strong communication and interpersonal skills for remote client conversations.
• Ability to stay organized and manage multiple clients in a home-based role.
• Willingness to learn, adapt, and follow mentorship and training programs.

Responsibilities

• Connect with pre-qualified clients to discuss savings, income protection, and family security.
• Conduct virtual financial needs assessments via phone or video.
• Educate clients on life insurance, IUL, and annuities and recommend suitable options.
• Guide clients through applications, underwriting, and policy delivery.
• Maintain long-term relationships through annual reviews and check-ins.
• Participate in weekly trainings and coaching sessions.

Skills

Excellent communication

Self-motivated

Organized

Coachable

Commission-based income familiarity

Job description

Dallas, 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.