Sales Representative (Remote)

Stratford Davis LLC; California; Remote; USD 100,000 - 180,000; Full time

Benefits offered by this job

Free Training & Tech

Travel Rewards

Flexible Hours

Job summary

Stratford Davis LLC in Riverside, CA, is hiring for a remote advisory role in financial services. You will meet virtually with qualified prospects to advise on life insurance and retirement plans, using a proven model and mentorship to maximize earnings.

You will handle the end-to-end sales process: qualify leads, assess goals, present tailored options, manage your pipeline, and stay compliant with regulations. High earning potential with flexible 3–4 day workweeks is highlighted.

Qualifications

• Commission-based earnings with uncapped potential and six-figure prospects.
• Clear, empathetic verbal and written communication skills are essential.
• Ability to work remotely with organized, focused self-management.
• Open to learning, adapting, and applying leadership feedback.

Responsibilities

• Consult warm leads via virtual meetings; no cold calling.
• Assess financial goals and present tailored life insurance and annuity options.
• Manage sales pipeline using our CRM and track client interactions.
• Build long-term relationships to drive retention and referrals.
• Stay compliant and up-to-date on products and regulatory standards.

Skills

Commission-Driven

Strong Communicator

Self-Disciplined

Coachability

Sales/Customer Service experience

Job description

Riverside, 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.