Remote Entry-Level Financial Services Sales Consultant

Stratford Davis LLC; New York (NY); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Healthcare benefit options

Life coverage

Quarterly performance trips

Job summary

Stratford Davis LLC is seeking a Remote Entry Level Sales Representative to join our fully remote team. You will lead virtual consultations, help clients protect their assets, and grow a lucrative client base using our proven tools and leads playbook.

Core duties include initiating outreach, conducting discovery meetings via video, delivering presentations, and building a personal brand of trust and expert care. Onboarding is comprehensive with training and live shadowing.

Qualifications

• High school diploma or equivalent required.
• Interest in sales with full training provided.

Responsibilities

• Initiate prospect outreach through social channels, networking groups, and client referrals.
• Conduct structured discovery meetings over video call to identify financial gaps.
• Deliver compelling presentations that showcase customized protection and growth options.
• Build a strong personal brand focused on trust, transparency, and expert care.

Skills

High energy

Goal-driven

Remote work capable

Communication

Presentation skills

Education

High school diploma or equivalent

Tools

Video conferencing

Job description

Stratford Davis LLC is seeking a Remote Entry Level Sales Representative to join our fully remote team. You will lead virtual consultations, help clients protect their assets, and grow a lucrative client base using our proven tools and leads playbook.

Core duties include initiating outreach, conducting discovery meetings via video, delivering presentations, and building a personal brand of trust and expert care. Onboarding is comprehensive with training and live shadowing.