Entry-Level Virtual Solutions Sales Representative

Stratford Davis; San Jose (CA); Remote; USD 35,000 - 75,000; Full time

Benefits offered by this job

Remote work

Mentorship program

Job summary

Stratford Davis in the San Jose area is seeking an entry-level Solutions Representative for a fully remote role. You’ll learn to hear a household’s problem, frame options, and recommend fit while mentored by senior leaders.

Training is provided with ongoing mentorship, and compensation is primarily commission-based with uncapped earnings tied to your placements. Flexible hours enable work from anywhere, with high earning potential for motivated individuals.

Qualifications

• Entry-level role with training and mentorship.
• Strong communication skills required.
• Willing to learn financial products.

Responsibilities

• Identify client goals and constraints.
• Present tailored life insurance and annuity options.
• Deliver virtual meetings and follow-ups.
• Iterate recommendations as client information updates.
• Collaborate with mentors to refine closing strategies.

Skills

Communication

Active listening

Client discovery

Presentation

Job description

San Jose, United States

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.

Beginner training, digital platforms, and structured mentorship support your development.

Training is provided with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours, rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.

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