Remote Financial Services Sales — Uncapped Commission

Stratford Davis; San Francisco (CA); A distancia; USD 60.000 - 150.000; Jornada completa

Descripción de la vacante

Stratford Davis is seeking a remote Financial Services Sales Representative to join its virtual advisory team. You’ll connect with pre-qualified clients, assess financial needs, and educate them on life products and annuities from home. Training, mentorship, and supportive systems are provided to help you succeed.

This fully remote role offers commission-only compensation with uncapped earnings potential, flexible hours, and the opportunity for growth within the organization.

Formación

• Strong communication skills.
• Ability to work effectively in a remote, self-directed environment.
• Coachable mindset with goal-oriented drive.

Responsabilidades

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

Conocimientos

Communication

Self-discipline

Coachable

Descripción del empleo

Stratford Davis is seeking a remote Financial Services Sales Representative to join its virtual advisory team. You’ll connect with pre-qualified clients, assess financial needs, and educate them on life products and annuities from home. Training, mentorship, and supportive systems are provided to help you succeed.

This fully remote role offers commission-only compensation with uncapped earnings potential, flexible hours, and the opportunity for growth within the organization.