Sales Representative (Remote)

Stratford Davis LLC; San Diego (CA); Remote; USD 80,000 - 150,000; Full time

Benefits offered by this job

Free training & tech

Travel rewards

Mentorship program

Job summary

Stratford Davis LLC in San Diego, CA is seeking ambitious individuals to join our virtual advisory team. You will consult warm leads, assess client financial goals, and present tailored life insurance and retirement options, all from a remote setup.

You will manage the sales pipeline, build lasting client relationships, and stay compliant with industry standards. This role offers uncapped commissions, flexible 3–4 day weeks, and comprehensive onboarding with mentorship.

Qualifications

• Uncapped, commission-based earnings with six-figure potential.
• Excellent verbal and written communication skills.
• Self-discipline to stay productive while working remotely.
• Willingness to learn and apply leadership feedback.
• Experience in sales or customer service is a plus, not required.
• High earning potential and flexible 3–4 day workweek.
• Qualified leads provided; prospecting not required.
• Free training, tech, and mentorship provided.
• Travel rewards offered based on performance.

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

Commission-Driven

Strong Communicator

Self-Discipline

Coachability

Sales Experience

Remote Work

Job description

San Diego, 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.