Sales Representative (Remote)

Stratford Davis LLC; Phoenix (AZ); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Free Training & Tech

Travel Rewards

Flexible Hours

Job summary

Stratford Davis LLC seeks ambitious, customer-focused individuals to launch a high-earning career in financial services. You will meet virtually with qualified prospects, assess their goals, and present life insurance and retirement options.

Work remotely with mentorship, training, and a structured commission-based model. Undertaken responsibilities include pipeline management, post-sale relationship building, and staying up-to-date on regulatory standards.

Qualifications

• Commission-based, uncapped earning potential.
• Clear and empathetic verbal/written communication skills.
• Organized, productive while working remotely.
• Eagerness to learn and accept feedback.
• Sales or customer service experience is a plus.

Responsibilities

• Consult warm leads via virtual meetings, no cold calling.
• Assess goals and present tailored life insurance and retirement options.
• Manage pipeline and track interactions in the CRM.
• Maintain post-sale relationships to drive retention and referrals.
• Stay compliant with products and regulatory standards.

Skills

Commission-driven

Strong communicator

Self-disciplined

Coachability

Sales experience (a plus)

Tools

CRM

Job description

Phoenix, United States | Posted on 11/03/2026

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.