Remote Sales Agent

Stratford Davis; West Virginia; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Performance pay

Flexible schedule

One-on-one coaching

Benefits access

Incentive trips

Job summary

Stratford Davis is launching a remote, entry-level financial-planning role designed to help individuals review financial goals and present strategic coverage options. You will receive systems support, licensing assistance, and mentoring to build a lucrative practice from home.

Key responsibilities include developing leads, conducting virtual consultations, and presenting tailored financial plans for Life Insurance, IUL, and Annuities.

Qualifications

• No finance background required; full onboarding provided.
• Strong communication skills for phone and video.
• Self-starter with performance-driven mindset.
• Excellent time-management for home-based work.

Responsibilities

• Develop leads via networking and social channels.
• Conduct virtual consultations to analyze clients’ financial profiles.
• Design tailored financial plans and product packages.
• Sell and educate clients on Life Insurance, IUL, and Annuities.
• Build long-term client relationships with follow-ups and reviews.
• Attend weekly skill-building sessions to stay compliant.

Skills

Networking

Virtual consultations

Financial planning

Time management

Job description

Raleigh, 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.

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,