Remote Financial Services Sales — Uncapped Earnings & Mentorship

Stratford Davis LLC; Louisville (KY); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health benefit options

Lead systems

Annual incentive trips for top sellers

Job summary

Stratford Davis LLC is hiring a remote Financial Services Sales Representative. You will connect with clients via phone and video, assess needs, and offer tailored life insurance, IUL, and annuity solutions. Training, mentorship, and systems support help you succeed from home.

Role emphasizes uncapped earnings and ongoing coaching from senior advisors, with access to health options and lead systems. Remote work from anywhere in the US is supported.

Qualifications

• Strong communication and active listening during calls and video meetings.
• Willingness to obtain Life & Health license if not already licensed.
• Self-motivated with organizational skills for remote work.

Responsibilities

• Connect with pre-qualified clients seeking guidance on savings and protection.
• Conduct virtual needs assessments to understand client goals.
• Recommend life insurance, IUL, and annuity strategies tailored to clients.
• Guide clients through applications and underwriting with clear updates.
• Maintain long-term relationships through annual reviews and check-ins.
• Participate in weekly training sessions and coaching with senior advisors.

Skills

Sales

Communication

Financial services

Job description

Stratford Davis LLC is hiring a remote Financial Services Sales Representative. You will connect with clients via phone and video, assess needs, and offer tailored life insurance, IUL, and annuity solutions. Training, mentorship, and systems support help you succeed from home.

Role emphasizes uncapped earnings and ongoing coaching from senior advisors, with access to health options and lead systems. Remote work from anywhere in the US is supported.