Entry-Level Virtual Solutions Sales Representative

Stratford Davis LLC; Pennsylvania; Remoto; USD 40.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Paid trips

Structured mentorship

Beginner training

Free platforms

Descrizione del lavoro

Stratford Davis LLC, based in Philadelphia, PA, seeks entry-level Solutions Reps for a virtual solutions seat. Learn to hear a household’s problem, frame options, and recommend a fit, refining with mentors who sit on calls with you. Training is provided and warm, pre-qualified flow reduces cold calling.

Most reps work 3–4 focused days with fully paid trips/conferences for high performers; mentorship is structured and ongoing as you grow in the role.

Competenze

• Entry-level role; beginner training provided.
• Mentorship available to learn on calls with leaders.

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.

Descrizione del lavoro

Philadelphia, 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.