Sales Representative (Remote)

Stratford Davis; California; Remote; USD 60,000 - 150,000; Full time

Job summary

Stratford Davis LLC is seeking ambitious, customer-focused individuals to launch a high-earning career in financial services. You will join a virtual advisory team providing customized life insurance and retirement plans, mentored and supported by modern software.

Responsibilities include meeting with qualified warm leads virtually, assessing goals, presenting tailored options, managing the CRM-driven pipeline, and maintaining post-sale relationships while staying compliant with regulations.

Qualifications

• Commission-driven motivation to excel in uncapped earnings.
• Clear, empathetic verbal and written communication skills.
• Ability to work remotely with self-discipline and organization.
• Eagerness to learn and apply leadership feedback.
• Experience in sales or customer service is a plus but not required.
• Uncapped, six-figure earning potential.
• Flexible, 3–4 day workweek.
• Qualified leads provided; no prospecting.
• Free training, technology, and elite mentorship at no cost.
• Travel rewards based on performance.

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-discipline

Coachability

Remote work

Tools

CRM software

Job description

Sacramento, United States | Posted on 11/03/2026

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.