Remote Sales Agent

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

Benefits offered by this job

1-on-1 Coaching

Health coverage options

Incentive travel benefits

Flexible schedule

Job summary

Stratford Davis LLC is hiring for a virtual entry-level role focused on helping individuals review financial objectives and present strategic coverage options. You will receive onboarding, mentorship, and direct coaching while building a lucrative practice.

Expect a 100% performance pay structure with no earning ceiling, the ability to set your own calendar, and the option to access health coverage plans. No finance background required—comprehensive onboarding provided.

Qualifications

• Strong ability to generate prospective leads and build a pipeline.
• Conduct virtual consultations to assess client financial profiles and goals.
• Design tailored financial plans and product packages.
• Maintain long-term client relationships with regular follow-ups.
• Commit to ongoing skill-building and compliance training.

Responsibilities

• Develop a steady stream of prospective leads through 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

Lead generation

Virtual consultations

Financial planning

Client relationships

Networking

Tools

CRM software

Video conferencing

Job description

Dallas, United States | Posted on 10/23/2026

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.
• 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.