Remote Entry-Level Financial Services Sales Rep

Stratford Davis LLC; San Jose (CA); Remote; USD 42,000 - 72,000; Full time

Benefits offered by this job

Flexible schedule

No cold calling

Free training

Uncapped commissions

Job summary

Stratford Davis LLC in San Jose, CA, is seeking an Entry Level Sales Representative for a remote position in financial services. You’ll work with mentors, use pre-qualified leads, and conduct virtual consultations to assess clients’ insurance and financial needs.

The role offers flexible scheduling, comprehensive training, uncapped commission potential, and travel incentives for top performers.

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, CA, is seeking an Entry Level Sales Representative for a remote position in financial services. You’ll work with mentors, use pre-qualified leads, and conduct virtual consultations to assess clients’ insurance and financial needs.

The role offers flexible scheduling, comprehensive training, uncapped commission potential, and travel incentives for top performers.