Remote Financial Sales Pro — Inbound Leads & Training

Stratford Davis LLC; Los Angeles (CA); Remote; USD 50,000 - 100,000; Part time

Benefits offered by this job

Schedule freedom

Inbound leads only

No-charge training

Advanced systems

Mentorship

Travel incentives

Job summary

Stratford Davis LLC is seeking a Virtual Sales Representative to join its remote, training-supported sales force. In this role, you will engage with prospects through virtual channels, present customized financial solutions (Life Insurance, IULs, Annuities), and advance through the client acquisition process.

This remote position offers schedule freedom, inbound leads only, and comprehensive training. You will develop consultative selling skills, build CRM proficiency, and benefit from

Qualifications

• Strong verbal and written communication skills and eagerness to improve.
• Self-motivated learner with commitment to skill development.
• Performance-driven mindset with desire for advancement opportunities.

Responsibilities

• Engage with interested prospects through virtual channels.
• Refine consultative selling skills in a supportive environment.
• Present customized financial solutions (Life Insurance, IULs, Annuities) with increasing confidence.
• Master each stage of client acquisition and relationship management.
• Develop compelling presentation skills that drive client decisions.
• Build technological proficiency through hands-on CRM experience.

Skills

Verbal comms

Written comms

Consultative selling

CRM proficiency

Self-motivated learner

Performance mindset

Tools

CRM software

Job description

Stratford Davis LLC is seeking a Virtual Sales Representative to join its remote, training-supported sales force. In this role, you will engage with prospects through virtual channels, present customized financial solutions (Life Insurance, IULs, Annuities), and advance through the client acquisition process.

This remote position offers schedule freedom, inbound leads only, and comprehensive training. You will develop consultative selling skills, build CRM proficiency, and benefit from