Remote Sales Agent

Stratford Davis; Oklahoma; Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Incentive trips

1-on-1 coaching

Mentorship provided

Health coverage options

Job summary

Stratford Davis in the United States is seeking an ambitious, entry-level virtual advisor to help clients review financial objectives and present strategic coverage options.

You will develop leads, conduct virtual consultations, design tailored financial plans, and present life insurance, IUL, and annuities. The role includes coaching, flexible work, and a performance-based pay structure with incentives.

Qualifications

• Excellent communication over phone and video.
• Self-motivated with a performance-driven mindset.
• Strong time-management for remote work.
• No prior finance background required; onboarding provided.

Responsibilities

• Develop a steady stream of prospective leads via networking and social channels.
• Conduct virtual consultations to analyze client financial profiles and goals.
• Design and present tailored financial plans and product packages.
• Sell, educate, and present Life Insurance, IUL, and Annuities.
• Build enduring client relationships with follow-ups and annual reviews.
• Participate in weekly skill-building sessions to stay compliant and sharp.

Skills

Phone & video

Time management

Self-starter

Persuasive communication

Job description

Cleveland, United States | Posted on 11/12/2026

Transform your passion for helping others into a high-earning career. In this virtual entry-level role, you will connect with individuals to review their financial objectives and present strategic coverage options. We provide all systems, licensing support, and mentorship required to launch a lucrative practice.

Key Responsibilities

• Develop a steady stream of prospective leads through direct networking and social channels.
• Conduct virtual consultations to analyze client financial profiles and goals.
• Design and present tailored financial plans and product packages.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Build enduring client relationships through regular follow-ups and annual reviews.
• Participate in weekly skill-building sessions to stay compliant and sharp.

Who You Are

• Deeply committed to improving the financial well-being of families.
• Clear, persuasive communicator over phone and video platforms.
• Highly disciplined self-starter motivated by performance-driven income.
• Exceptional time-management abilities for home-based work.
• No prior finance background required - full onboarding provided.

• 100% Performance Pay: Direct commission structure with zero earning ceiling.
• Complete Flexibility: Set your own calendar and work from anywhere.
• 1-on-1 Coaching: Direct mentorship from veteran industry leaders.
• Benefits Access: Optional access to health exchange plans and life coverage.
• Incentive Trips: Annual company-sponsored travel packages for top producers.