Sales Representative (Remote)

Stratford Davis; West Virginia; Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Free Training & Tech

Travel Rewards

Flexible Hours (3-4 day workweek)

Job summary

Stratford Davis LLC is seeking ambitious, customer-focused individuals to join its virtual advisory team in financial services. You will leverage our proven model, modern software, and direct mentorship to help clients protect futures with customized life insurance and retirement plans.

Responsibilities include consulting warm leads, assessing client goals, presenting tailored options, and managing a sales pipeline using our CRM.

Qualifications

• Uncapped, 100% commission with six-figure potential.
• Clear, empathetic verbal and written communication.
• Self-discipline to stay organized while working remotely.
• Coachability and willingness to learn from feedback.
• Experience in sales or customer service is a plus, but not required.
• Flexible, 3–4 day workweek.

Responsibilities

• Consult warm leads via virtual meetings with pre-screened prospects.
• Assess goals and present tailored insurance and retirement options.
• Manage pipeline and track interactions using our CRM.
• Build long-term relationships to drive retention and referrals.
• Stay up-to-date on products and regulatory standards.

Skills

Strong Communicator

Self-Disciplined

Coachability

Job description

Raleigh, 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.

Ready to take control of your income and schedule?