Sales Representative (Remote)

Stratford Davis LLC; Pennsylvania; Remote; USD 70,000 - 160,000; Full time

Benefits offered by this job

Free Training & Tech

Elite mentorship

Travel rewards

Job summary

Stratford Davis LLC is seeking ambitious, customer-focused specialists to launch a high-earning career in financial services from a remote setting in the United States. You will use our proven model, modern software, and mentorship to help clients protect futures with customized life insurance and retirement plans.

Core responsibilities include consulting warm leads, assessing goals, managing the pipeline, building relationships, and staying compliant.

Qualifications

• Clear, empathetic verbal and written communication.
• Ability to stay organized, focused, and productive while working remotely.
• Eagerness to learn, adapt, and apply leadership feedback.
• Background in sales or customer service is a plus, but not required.

Responsibilities

• Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
• Assess & Present: Evaluate financial goals and present tailored insurance and retirement 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

Strong Communicator

Self-Disciplined

Coachability

Sales or Customer Service experience a

Job description

Philadelphia, United States | Posted on 10/31/2026

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.