Remote Entry-Level Financial Services Sales Rep

Stratford Davis LLC; San Antonio (TX); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Flexible schedule

Uncapped commissions

Free training

Mentorship

Travel opportunities

Advanced tools

Job summary

Stratford Davis LLC in San Antonio, TX seeks an Entry Level Sales Representative for a remote role within a fast-growing insurance and financial services team. You’ll collaborate with mentors, engage with warm leads, and conduct virtual consultations to assess client needs.

You will design personalized insurance solutions, present clear recommendations, and help clients achieve financial goals while enjoying flexible scheduling and uncapped earning potential.

Qualifications

• Mentor collaboration with experienced professionals.
• Handle pre-qualified leads to assess client needs.
• Conduct virtual consultations via Zoom or phone.
• Design customized insurance solutions based on client goals.
• Present recommendations clearly to guide client decisions.

Responsibilities

• Connect with pre-qualified leads to evaluate financial needs.
• Conduct virtual consultations via Zoom or phone.
• Design customized insurance solutions based on client goals.
• Present recommendations clearly to guide decisions.
• Collaborate with mentors in a team setting.

Skills

Mentor collaboration

Pre-qualified leads

Virtual consultations

Custom insurance solutions

Clear recommendations

Tools

Zoom

Job description

Stratford Davis LLC in San Antonio, TX seeks an Entry Level Sales Representative for a remote role within a fast-growing insurance and financial services team. You’ll collaborate with mentors, engage with warm leads, and conduct virtual consultations to assess client needs.

You will design personalized insurance solutions, present clear recommendations, and help clients achieve financial goals while enjoying flexible scheduling and uncapped earning potential.