Sales Representative (Remote)

Stratford Davis LLC

Austin (TX)

Remote

USD 100,000 - 200,000

Full time

3 days ago
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Benefits offered by this job

Free training & tech
Travel rewards
Remote work

Job summary

Stratford Davis LLC is seeking ambitious, customer-focused individuals to launch a high-earning career in financial services from a remote setting in the United States. You will use our proven model, modern software, and direct mentorship to help clients plan for life insurance and retirement needs.

Key tasks include meeting with warm leads virtually, assessing goals, and presenting tailored options. You will manage your pipeline, build long-term client relationships, and stay compliant with

Qualifications

  • Commission-based role with uncapped earnings.
  • Strong written and verbal communication required.
  • Ability to stay organized and productive while working remotely.

Responsibilities

  • Consult warm leads via virtual meetings with pre-screened prospects.
  • Assess goals and present tailored life insurance and retirement options.
  • Manage pipeline using our CRM.
  • Build relationships with clients post-sale to drive retention and referrals.
  • Stay compliant with product offerings and regulatory standards.

Skills

Commission-driven
Strong communicator
Self-disciplined
Coachability
Experience
High earning potential
Flexible hours
Qualified leads provided
Free training & tech
Travel rewards

Tools

CRM

Job description

Austin, United States | Posted on 10/24/2026

Our virtual advisory team is looking for ambitious, customer-focused individuals to launch a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

Core Responsibilities
  • Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
  • Assess & Present: Evaluate financial goals and present tailored insurance and annuity options.
  • Manage Pipeline: Track interactions and guide clients through the sales process using our CRM.
  • Build Relationships: Maintain post-sale contact to drive retention and client referrals.
  • Stay Compliant: Keep up-to-date on product offerings and regulatory standards.
Qualifications
  • Commission-Driven: High motivation to excel in an uncapped, performance-based earnings model.
  • Strong Communicator: Clear, empathetic verbal and written communication skills.
  • Self-Disciplined: Ability to stay organized, focused, and productive while working remotely.
  • Coachability: Eagerness to learn, adapt, and apply leadership feedback.
  • Experience: Background in sales or customer service is a plus, but not required.
  • High Earning Potential: Uncapped, 100% commission structure with six-figure capability.
  • Flexible Hours: Complete your workload in a focused 3 to 4-day workweek.
  • Qualified Leads Provided: Spend time advising, not prospecting.
  • Free Training & Tech: Comprehensive onboarding, tech suite, and elite mentorship at no cost.
  • Travel Rewards: Earn company-sponsored luxury trips based on performance.
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