Remote Sales Agent

Stratford Davis LLC; Portland (ME); Remote; USD 40,000 - 120,000; Full time

Benefits offered by this job

Direct commission pay

Flexible schedule

1-on-1 coaching

Health and life coverage access

Annual incentive trips

Job summary

Stratford Davis LLC offers a fully remote sales role from Portland, ME, focused on helping families improve their financial well-being. You will generate leads through networking and social platforms, then conduct virtual consultations to analyze client goals and financial profiles.

You will design tailored financial plans, present product packages, and maintain client relationships with regular follow-ups and annual reviews. Weekly coaching supports compliance and growth.

Qualifications

• Ability to build client relationships and conduct virtual consultations.
• No finance background required; onboarding provided.
• Strong time-management for home-based work.

Responsibilities

• Generate 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.
• Build enduring client relationships through regular follow-ups and annual reviews.
• Attend weekly skill-building sessions to stay compliant and sharp.

Skills

Lead generation

Communication

Self-motivation

Time management

Remote work

Job description

Portland, United States | Posted on 11/05/2026

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.
• 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.