Remote Life & Financial Sales Advisor – Flexible Schedule

Stratford Davis LLC; Baltimore (MD); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Uncapped earnings

Premium training materials

CRM tools provided

Mentor access

Paid incentive trips

Job summary

Stratford Davis LLC is expanding its fully remote sales team and seeks Account Sales Representatives. You will guide clients through financial decisions from home, using warm leads and a consultative approach to offer Life Insurance, IULs, and Annuities.

The role emphasizes flexibility, autonomy, and strong earning potential within a supportive training environment. You’ll engage in virtual presentations, manage the end-to-end sales process, and use CRM tools to track progress while building

Qualifications

• Excellent communication and active listening skills.
• Self-motivated with a proactive approach to goals.
• Growth mindset with a willingness to learn and adapt.
• Ability to build trust and maintain client relationships remotely.

Responsibilities

• Guide clients through important financial decisions from home.
• Work with warm, pre-qualified leads with no cold calling.
• Build trust and long-term relationships through consultative conversations.
• Perform needs analysis to tailor personalized solutions.
• Deliver virtual presentations on Life Insurance, IULs, and Annuities.
• Manage the client journey from initial contact to policy implementation.
• Maintain and update CRM records to track interactions and progress.

Skills

Strong communicators

Self-motivated

Growth mindset

Relationship building

Remote work readiness

Job description

Stratford Davis LLC is expanding its fully remote sales team and seeks Account Sales Representatives. You will guide clients through financial decisions from home, using warm leads and a consultative approach to offer Life Insurance, IULs, and Annuities.

The role emphasizes flexibility, autonomy, and strong earning potential within a supportive training environment. You’ll engage in virtual presentations, manage the end-to-end sales process, and use CRM tools to track progress while building