Entry-Level Virtual Solutions Sales Representative

Stratford Davis LLC; California; Remoto; USD 35.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Paid trips/conferences

Mentorship program

Free training platforms

Descrizione del lavoro

Stratford Davis LLC is recruiting for an entry-level role conducted in a virtual solutions environment based in Los Angeles. You will learn to listen to households, frame options, and recommend tailored solutions, guided by mentors who join calls with you.

The position emphasizes growth through paid training, mentorship, and performance incentives. Most reps operate 3–4 focused days with warm, pre-qualified flow and comprehensive onboarding.

Competenze

• Entry-level role, no scripting required; learn to hear client goals and frame options with mentors.
• Beginner training provided; structured mentorship and access to paid conferences for high performers.

Mansioni

• Discovery: uncover financial goals, worries, and constraints with pre-screened clients.
• Framing: translate inputs into two or three clear solution paths.
• Education & presentation: match client challenges to Life Insurance, Indexed Universal Life (IUL), and Annuities by educating them and presenting tailored solutions.
• Virtual delivery: phone and video meetings that feel collaborative.
• Iteration: adjust recommendations when new information appears.
• Team learning: debrief wins and misses with experienced leaders.

Conoscenze

Discovery

Framing

Education & Presentation

Virtual delivery

Iteration

Team learning

Descrizione del lavoro

Los Angeles, United States | Posted on 11/06/2026

Entry-level does not mean script-only. In this virtual solutions seat you learn to hear a household’s problem, frame options, and recommend a fit — then refine that skill with mentors who still sit on calls with you.

Firm Profile

Our insurance and financial planning firm is built around thoughtful recommendations. Entrepreneur Magazine has honored the culture twice; Glassdoor and Indeed ratings stay high; a six-year Inc. 5000 run and Forbes features show clients and talent both stick around.

What Solutions Reps Do

• Discovery: uncover financial goals, worries, and constraints with pre-screened clients.
  
• Framing: translate those inputs into two or three clear solution paths.
  
• Education & presentation: Match client challenges to Life Insurance, Indexed Universal Life (IUL), and Annuities by educating them and presenting tailored solutions.
  
• Virtual delivery: phone and video meetings that feel collaborative.
  
• Iteration: adjust recommendations when new information appears.
  
• Team learning: debrief wins and misses with experienced leaders.
  

Most reps work 3–4 focused days. Warm, pre-qualified flow — never cold calling. Beginner training, free platforms, structured mentorship, and fully paid trips/conferences for high performers are standard.

This is a high commission-based role; strong solution conversations show up quickly in earnings.