Remote Financial Services Sales - Uncapped Earnings & Mentorship

Stratford Davis; New Orleans (LA); Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis is expanding its virtual advisory team and seeking a remote Financial Services Sales Representative to connect with pre-qualified clients about saving, income protection, and wealth growth. No prior finance experience is required; we provide comprehensive training, systems, and mentorship to get you started.

This fully remote, commission-only role offers uncapped earnings, flexible hours, and ongoing sales coaching from senior advisors.

Qualifications

• No prior finance experience required; training provided.
• Must be coachable, goal-oriented and motivated to grow revenue.
• Excellent verbal communication and active listening skills.
• Ability to work independently and manage time effectively.

Responsibilities

• Connect with pre-qualified clients seeking guidance on savings and wealth protection.
• Conduct virtual needs assessments via phone and video to understand client goals.
• Educate clients on life insurance, IUL, and annuities and recommend suitable options.
• Guide clients through applications, underwriting, and policy delivery with clear communication.
• Maintain long-term relationships via annual reviews and ongoing check-ins.

Skills

Strong communication

Self-motivated

Organizational skills

Coachable

Job description

Stratford Davis is expanding its virtual advisory team and seeking a remote Financial Services Sales Representative to connect with pre-qualified clients about saving, income protection, and wealth growth. No prior finance experience is required; we provide comprehensive training, systems, and mentorship to get you started.

This fully remote, commission-only role offers uncapped earnings, flexible hours, and ongoing sales coaching from senior advisors.