Sales Representative (Remote)

Stratford Davis LLC; Charlotte (NC); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Free training & tech

Elite mentorship

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. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

Enjoy a uncapped, 100% commission structure with six-figure earning potential, free training, elite mentorship, and company-sponsored luxury travel rewards.

Qualifications

• High motivation to excel in an uncapped, performance-based earnings model.
• Clear, empathetic verbal and written communication skills.
• Ability to stay organized, focused, and productive while working remotely.
• Eagerness to learn, adapt, and apply leadership feedback.

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-based

Strong communicator

Self-discipline

Coachability

Sales/customer service experience (a +

Job description

Charlotte, 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.

Ready to take control of your income and schedule?