Remote Financial Sales Pro — Inbound Leads, Training

Stratford Davis LLC; San Francisco (CA); Remote; USD 45,000 - 90,000; Full time

Benefits offered by this job

Remote-first role

Independent contractor

Structured training

Mentorship

Flexible schedule

Fully funded international travel

Job summary

Stratford Davis LLC seeks a Virtual Sales Representative to join a remote, fast-paced sales team. Training is provided, with a focus on consultative selling of financial solutions. The role emphasizes inbound engagement, relationship building, and professional growth in a flexible, remote environment.

You will gain mentorship, access cutting-edge tools, and travel incentives for top performers, while enjoying a remote-first schedule and the freedom to balance personal priorities.

Qualifications

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

Responsibilities

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

Skills

Verbal communication

Written communication

Self-motivation

Growth mindset

Tools

CRM systems

Job description

Stratford Davis LLC seeks a Virtual Sales Representative to join a remote, fast-paced sales team. Training is provided, with a focus on consultative selling of financial solutions. The role emphasizes inbound engagement, relationship building, and professional growth in a flexible, remote environment.

You will gain mentorship, access cutting-edge tools, and travel incentives for top performers, while enjoying a remote-first schedule and the freedom to balance personal priorities.