Remote Financial Sales Pro: Training & Growth Path

Stratford Davis LLC

San Francisco (CA)

Remote

USD 35,000 - 90,000

Part time

3 days ago

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Benefits offered by this job

Schedule Freedom: 3–4 day weekly work

Inbound Leads Only

Uncapped Commission

Training at No Charge

Cutting-Edge Systems

Career Mentorship

Travel Incentives: Fully funded trips

Job summary

Stratford Davis LLC seeks a goal-driven Virtual Sales Representative to join a remote, training-supported team. You will engage prospects online, refine consultative selling techniques, and present tailored financial solutions, including life insurance and annuities.

The role emphasizes relationship building and ongoing client engagement. Training is provided, with mentorship and a remote-first environment designed for flexible scheduling.

Qualifications

Strong verbal and written communication skills.
Willingness to learn and grow in a remote sales environment.
Comfort with using CRM tools to manage prospects and opportunities.
Ability to work independently within a structured training program.

Responsibilities

Engage with interested prospects through virtual channels.
Refine consultative selling skills in a supportive, remote setting.
Present customized financial solutions (Life Insurance, IULs, Annuities).
Master client acquisition and ongoing relationship management.
Develop compelling presentation skills and CRM proficiency.
Collaborate with mentors and leverage training resources.

Skills

Verbal communication

Written communication

CRM experience

Self-motivation

Tools

CRM system

Job description

The role emphasizes relationship building and ongoing client engagement. Training is provided, with mentorship and a remote-first environment designed for flexible scheduling.

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