Sales Representative (Remote)

Stratford Davis LLC; West Virginia; Remote; USD 60,000 - 180,000; Full time

Benefits offered by this job

Free training & tech

Travel rewards

Job summary

Stratford Davis LLC is expanding its virtual advisory team in the United States, offering a high-earning career in financial services. You will meet qualified prospects virtually, present tailored life insurance and retirement options, and manage the client journey from initial contact to long-term relationship.

The role emphasizes uncapped commission with six-figure earning potential, flexible 3–4 day workweeks, and comprehensive onboarding with modern software and direct mentorship to help

Qualifications

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

Responsibilities

• Consult warm leads via virtual meetings, no cold calling.
• Assess financial goals and present tailored life insurance and retirement options.
• Manage pipeline and track interactions using the CRM.
• Build relationships with clients to drive retention and referrals.
• Stay compliant with product offerings and regulatory standards.

Skills

Strong communicator

Self-discipline

Coachability

Ambitious & customer-focused

Remote-work experience

Sales or customer service experience

Job description

Raleigh, United States

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.