Sales Representative (Remote)

Stratford Davis; Austin (TX); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Travel rewards

Mentorship program

Flexible schedule

Job summary

Stratford Davis LLC is seeking ambitious, customer-focused individuals to join our virtual advisory team. You will help clients protect their futures with customized life insurance and retirement plans, using our proven model and modern software under direct mentorship.

This role offers uncapped commissions with the potential for six figures, a flexible 3–4 day workweek, and comprehensive onboarding and tech support. Remote work from anywhere in the United States is encouraged.

Qualifications

• Must be customer-focused and able to work remotely.
• Excellent communication and relationship-building skills.
• Willingness to learn and adapt in a mentorship-driven environment.
• Sales or customer service experience a plus, but not required.
• Uncapped commission with six-figure earning potential.

Responsibilities

• Consult warm leads virtually with qualified prospects.
• Assess financial goals and present tailored life insurance and retirement options.
• Manage pipeline using CRM and track interactions.
• Build ongoing relationships to drive retention and referrals.
• Stay compliant with product offerings and regulatory standards.

Skills

Strong communicator

Self-discipline

Coachability

Remote work

Job description

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.