Remote Account Representative - Entry Level with Trainings

Stratford Davis; San Jose (CA); Remote; USD 35,000 - 65,000; Full time

Job summary

Stratford Davis invites you to join as an Account Representative in a fully remote capacity. You will build relationships with clients, present financial products, and conduct virtual demonstrations.

Training is provided, with mentorship and high earning potential through uncapped commissions. No prior sales background is required, and you will work with warm leads to achieve both personal and team targets.

Qualifications

• Training is provided with ongoing mentorship.
• No prior sales background required; comprehensive training on products, sales strategies, and virtual platforms.
• Fully remote role with flexible hours, not a fixed 8-to-5 schedule.

Responsibilities

• Build and maintain strong client relationships through clear, professional communication.
• Present products and services in an engaging, informative manner.
• Conduct virtual product demonstrations highlighting features and benefits.
• Sell and educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Aim to meet individual and team sales goals.
• Communicate benefits and value of offerings to prospective customers.
• Engage warm leads and guide them through the sales process.
• Keep accurate records of sales interactions and activities.

Skills

Self-starter

Strong communication

Highly organized

Relationship-building

Coachability

Job description

Remote Account Representative - Entry Level with Trainings

San Jose, United States | Posted on 11/13/2026

Are you ready for your next opportunity in sales?

Join Stratford Davis as a Account Representative and take the next step in building a successful career. Whether you’re an experienced sales expert or just beginning your journey, this role offers the flexibility of working remotely while giving you the tools and support needed to thrive. Build a career that offers both personal growth and strong earning potential.

Key Responsibilities of the Sales Representative Role:

• Build and maintain strong relationships with clients through clear and professional communication.


• Present products and services in an engaging and informative manner.


• Conduct virtual demonstrations that effectively showcase product features and advantages.


• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.


• Work toward achieving both individual and team sales goals.


• Clearly communicate the benefits and value of our offerings to prospective customers.


• Connect with warm leads and confidently guide them through the sales process.


• Keep accurate and organized records of sales interactions and activities.

What You’ll Enjoy as a Sales Representative with Our Team:

• Enjoy the convenience of working remotely and creating a workspace that fits your lifestyle.


• Benefit from an uncapped commission-only structure where your income reflects your performance.


• No prior sales background needed - we provide comprehensive training on our products, sales strategies, and virtual communication platforms.


• Skip the cold calling. You’ll receive high-quality leads so you can focus on building relationships and closing sales opportunities.

What We’re Looking For:

• Driven Self-Starters - Motivated individuals who take initiative and strive for success.


• Strong Communicators - Confident in building conversations and influencing potential clients.


• Highly Organized Professionals - Able to manage schedules, priorities, and follow-ups efficiently.


• Relationship-Focused Individuals - Skilled at building trust and long-term connections.


• Coachability and Growth Mindset - Open to learning, feedback, and continuous improvement.

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.