Remote Entry-Level Financial Services Sales Rep

Stratford Davis LLC; San Jose (CA); Remote; USD 30,000 - 45,000; Full time

Benefits offered by this job

Flexible schedule

Comprehensive training

Travel opportunities

Job summary

Stratford Davis LLC in San Jose is seeking an Entry Level Sales Representative to join a fast-growing financial services team. The role is remote, with mentorship and ongoing training to help you succeed in selling insurance and financial products to pre-qualified leads.

You will conduct virtual consultations, tailor solutions to client goals, and guide customers toward confident decisions. The position offers a flexible schedule (3–4 focused days per week) and uncapped commission potential

Responsibilities

• Working closely with experienced mentors in a collaborative setting
• Connecting with pre-qualified leads to evaluate their financial and insurance needs
• Conducting virtual consultations via Zoom or phone
• Designing customized insurance solutions based on client goals
• Presenting recommendations clearly to guide clients toward confident decisions

Job description

Stratford Davis LLC in San Jose is seeking an Entry Level Sales Representative to join a fast-growing financial services team. The role is remote, with mentorship and ongoing training to help you succeed in selling insurance and financial products to pre-qualified leads.

You will conduct virtual consultations, tailor solutions to client goals, and guide customers toward confident decisions. The position offers a flexible schedule (3–4 focused days per week) and uncapped commission potential