Entry Level Sales Representative (Remote)

Stratford Davis LLC; San Jose (CA); Remote; USD 35,000 - 70,000; Full time

Benefits offered by this job

Comprehensive training

Uncapped commission

International travel opportunities

Job summary

Stratford Davis LLC in San Jose is seeking an Entry Level Sales Representative (Remote) to join a fast-growing financial services team. You will be trained and mentored while engaging with pre-qualified leads to assess clients' financial and insurance needs.

You will conduct virtual consultations via Zoom or phone, design tailored insurance solutions, and present recommendations to help clients make confident decisions.

Qualifications

• Leads are warm and pre-qualified; no cold calling.
• Mentorship and training will be provided.
• Role focuses on financial products including insurance and annuities.

Responsibilities

• Collaborate with mentors to learn best practices
• Engage with pre-qualified leads to assess needs
• Conduct virtual consultations via Zoom or phone
• Design customized insurance solutions based on client goals
• Present recommendations to guide client decisions

Skills

Lead qualification

Remote selling

Financial services

Communication

Tools

Zoom

Job description

Entry Level Sales Representative (Remote)

San Jose, United States | Posted on 10/11/2026

Join a High-Performing Team in Financial Services

Who We Are

We are a fast-growing insurance and financial services company known for our results-driven culture and dedication to excellence. Our workplace has been recognized multiple times for its outstanding environment, earning accolades from Entrepreneur Magazine, consistently strong reviews on Glassdoor and Indeed, and a place on the Inc. 5000 list for six straight years. We’ve also recently been featured in Forbes.

What You’ll Do

As a member of our team, you’ll be supported with continuous training and mentorship designed to help you thrive. Your responsibilities will include:

• Working closely with experienced mentors in a collaborative setting
• Connecting with pre-qualified leads to evaluate their financial and insurance needs
• Conducting virtual consultations via Zoom or phone
• Designing customized insurance solutions based on client goals
• Presenting recommendations clearly to guide clients toward confident decisions

Why Join Us

• We focus on efficiency and results, not just long hours. Here’s what makes this opportunity stand out:
• Flexible schedule, typically 3–4 focused days per week
• No cold calling - leads are warm and pre-qualified
• Free, comprehensive training with ongoing support
• Earn six income within the 1st year following our streamline steps
• Performance-based compensation with uncapped commission potential
• Access to advanced sales tools at no cost
• Direct mentorship from experienced professionals
• Incentive-based international travel opportunities for top performers

About the Role

This position centers on financial products such as Indexed Universal Life (IUL) insurance, annuities, and life insurance. It’s a great fit for self-motivated individuals seeking the independence of entrepreneurship with the support of a proven system.