Stratford DavisVerified Source
Remote

Sales Representative Remote Financial Services

85K–150K
Remote · Raleigh, North Carolina
Posted August 12, 2026
payroll

Overview

Our virtual advisory team seeks ambitious customer-focused professionals to launch high-earning careers in financial services. You will use our proven model modern software direct mentorship to help clients protect futures with customized life insurance and retirement plans.

What You'll Do5

  • 1Consult Warm Leads: Meet virtually with qualified pre-screened prospects without cold calling
  • 2Assess & Present: Evaluate financial goals and present tailored insurance and annuity options
  • 3Manage Pipeline: Track interactions and guide clients through the sales process using our CRM
  • 4Build Relationships: Maintain post-sale contact to drive retention and client referrals
  • 5Stay Compliant: Keep up-to-date on product offerings and regulatory standards

Requirements5

  • 15+ years building ETL pipelines with Spark and Airflow
  • 23-5 seasons of sales or customer service experience
  • 3CPC Card certification preferred
  • 4BCBA certification optional
  • 5AWS Certified experience beneficial

Salary Insight

$85 - $150k per year

Location

Typeremote
LocationRaleigh, North Carolina
This is a remote position

Required Skills

pythonawsreactkubernetessql
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