Sales Representative (Remote)

Stratford Davis LLC; North Carolina; Remote; USD 70,000 - 120,000; Full time

Benefits offered by this job

Free training & tech

Travel rewards

Flexible hours

Job summary

Stratford Davis LLC in the United States is seeking 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.

As a remote advisor, you will consult warm leads, assess goals, present options, manage your pipeline in our CRM, and build lasting client relationships while staying compliant with industry

Qualifications

• Commission-based role with uncapped earnings and six-figure potential.
• Excellent verbal and written communication required.
• Ability to work remotely with self-discipline and accountability.
• Willingness to learn and apply leadership feedback.
• Experience in sales or customer service is a plus.
• Travel rewards linked to performance.
• Training and tech provided at no cost.
• Leads are provided; no cold calling.

Responsibilities

• Consult Warm Leads: Meet virtually with qualified prospects.
• Assess & Present: Evaluate financial goals and present tailored options.
• Manage Pipeline: Track interactions using CRM.
• Build Relationships: Maintain post-sale contact for retention.
• Stay Compliant: Keep up-to-date on product offerings and regulatory standards.

Skills

Commission-driven

Strong communicator

Self-disciplined

Coachability

Sales experience

Flexible hours

Leads provided

Job description

Columbus, United States

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.