Entry-Level Virtual Solutions Sales Representative

Stratford Davis LLC; Indianapolis (IN); Remoto; USD 35.000 - 60.000; Tempo pieno

Descrizione del lavoro

Stratford Davis LLC in Indianapolis is seeking an entry-level Solutions Representative to learn how to hear a household’s problem, frame options, and recommend a fit—while refining that skill with mentors who still sit on calls with you.

Most reps work 3-4 focused days with warm, pre-qualified flow, and beginner training, free platforms, structured mentorship, and fully paid trips/conferences for high performers are standard. This is a high commission-based role with earnings tied to performance.

Competenze

• Entry-level role with structured training and mentorship.
• Ability to uncover client goals and frame solution options.
• Comfort with virtual meetings and phone-based discussions.

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

Active listening

Communication

Sales aptitude

Formazione

High school diploma or equivalent

Descrizione del lavoro

Indianapolis, 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.