Entry-Level Virtual Solutions Sales Representative

Stratford Davis LLC; Chicago (IL); Remoto; USD 40.000 - 70.000; Tempo pieno

Descrizione del lavoro

Stratford Davis LLC in Chicago, IL is seeking an entry-level solutions rep for a virtual role focused on understanding clients' financial goals and tailoring recommendations. You’ll learn to hear concerns, frame options, and present tailored life insurance and annuity solutions via phone or video meetings.

The program emphasizes beginner training, mentorship, and paid trips for high performers, with earnings driven by commissions in a high-commission environment.

Competenze

• 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.

Mansioni

• 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.

Descrizione del lavoro

Chicago, 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.