Remote Entry-Level Sales Rep with Mentorship & Commission

Stratford Davis LLC; San Francisco (CA); Remote; USD 35,000 - 60,000; Full time

Job summary

Stratford Davis LLC is seeking an Entry Level Sales Representative (Remote) in San Francisco to join a fast-growing financial services team. You’ll receive comprehensive training and support while handling warm, pre-qualified leads for Indexed Universal Life insurance, annuities, and life insurance solutions.

You’ll conduct virtual consultations, design client-focused proposals, and present recommendations to help clients achieve their financial goals.

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 is seeking an Entry Level Sales Representative (Remote) in San Francisco to join a fast-growing financial services team. You’ll receive comprehensive training and support while handling warm, pre-qualified leads for Indexed Universal Life insurance, annuities, and life insurance solutions.

You’ll conduct virtual consultations, design client-focused proposals, and present recommendations to help clients achieve their financial goals.