Sales Representative (Remote)

Stratford Davis LLC; Boston (MA); Remote; USD 90,000 - 180,000; Full time

Benefits offered by this job

Uncapped commissions

Flexible schedule

Mentorship program

Travel rewards

Onboarding & tech included

Job summary

Stratford Davis LLC in Boston, MA is seeking ambitious, customer-focused individuals to build a high-earning career in financial services. You will consult warm leads, present tailored life insurance and retirement options, and work remotely with direct mentorship.

The role offers an uncapped, 100% commission structure with six-figure potential and flexible 3–4 day workweeks. Training and a supportive tech stack help you stay compliant and productive while growing client relationships.

Qualifications

• Uncapped, performance-based earnings with six-figure potential.
• Clear, empathetic verbal and written communication.
• Ability to stay organized, focused, and productive while working remotely.
• Eagerness to learn, adapt, and apply leadership feedback.
• Background in sales or customer service is a plus but not required.

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.

Skills

Commission-driven

Strong communicator

Self-disciplined

Coachability

Remote work

Job description

Boston, United States | Posted on 10/11/2026

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.