Sales Representative (Remote)

Stratford Davis; Portland (OR); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Free Training & Tech

Travel rewards

Job summary

Stratford Davis is seeking ambitious, customer-focused individuals in Portland, OR, for a high-earning career in financial services. You will mentor clients using our model, software, and guidance to tailor life insurance and retirement plans.

Responsibilities include meeting warm leads virtually, evaluating goals, presenting options, and guiding clients through the sales process with our CRM. Travel rewards and elite mentorship accompany a flexible 3–4 day workweek.

Qualifications

• Commission-based earning with uncapped six-figure potential.
• Strong communication skills, both written and verbal.
• Ability to work remotely with good self-organization.
• Eagerness to learn, adapt, and apply feedback.
• Sales or customer service background is a plus.

Responsibilities

• Consult warm leads via virtual meetings; no cold calling.
• Assess client goals and present tailored life insurance options.
• Manage pipeline and guide clients using our CRM.
• Build post-sale relationships to drive retention and referrals.
• Stay compliant with product offerings and regulations.

Skills

Commission-based

Communication

Self-discipline

Coachability

Sales experience

Remote work

Leads provided

Training & tools

Travel rewards

Tools

CRM

Job description

Portland, United States | Posted on 09/13/2026

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.