Remote Sales Agent

Stratford Davis LLC; San Jose (CA); Remote; USD 80,000 - 150,000; Full time

Benefits offered by this job

Mentorship

Flexible schedule

Health coverage

Job summary

Stratford Davis LLC is seeking an entry-level, fully remote financial advisor to help individuals review their financial objectives and present strategic coverage options. We provide licensing support, mentorship, and a path toward a lucrative practice.

You will develop leads via networking, conduct virtual consultations, design tailored financial plans, and build lasting client relationships. The role offers a performance-based income model with flexible scheduling and annual incentive

Qualifications

• Clear, persuasive communicator over phone and video platforms.
• Highly disciplined self-starter with performance-driven mindset.
• Strong time-management for home-based work.
• No prior finance background required; full onboarding provided.

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.

Skills

Communication

Self-motivation

Time management

Remote work

Job description

San Jose, United States

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.
• 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.

Ready to Build a Six-Figure Income from Home?

Stop trading hours for dollars. If you are ready to work 100% remotely, control your schedule, and hit $100,000+ in your very first year with uncapped earning potential.