Sales Representative (Remote)

Stratford Davis LLC; Oakland (CA); Remote; USD 100,000 - 200,000; Full time

Benefits offered by this job

Mentorship program

Tech suite provided

Travel rewards

Flexible hours

Job summary

Stratford Davis LLC in Oakland, CA is seeking ambitious individuals to join our virtual advisory team. You will advise clients on life insurance and retirement plans, meeting pre-screened prospects remotely without cold calling.

With a 100% commission structure and mentorship, you can achieve six-figure earnings while enjoying a flexible 3- to 4-day workweek. Comprehensive onboarding, training, and a supportive tech suite are provided to help you succeed.

Qualifications

• Clear, empathetic verbal and written communication is essential.
• Ability to stay organized, focused, and productive while working remotely.
• Willingness to learn, adapt, and apply leadership feedback.

Responsibilities

• Consult warm leads: meet virtually with qualified prospects, no cold calling.
• Assess & Present: evaluate financial goals and present tailored 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 referrals.
• Stay compliant: keep up-to-date on product offerings and regulatory standards.

Skills

Strong communicator

Self-disciplined

Coachability

Commission-driven

Flexible hours

Job description

Oakland, United States | Posted on 10/21/2026

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.