Remote Financial Sales Specialist: Inbound Leads & Training

Stratford Davis LLC; San Antonio (TX); À distance; USD 60 000 - 120 000; Temps partiel

Avantages offerts par ce poste

Remote-first

Independent contractor

Structured training

Career mentorship

Fully funded travel incentives

Résumé du poste

Stratford Davis LLC is seeking a Remote Virtual Sales Representative to join a remote sales team. The role focuses on engaging with qualified prospects, refining consultative selling, and presenting financial solutions with ongoing training and mentorship.

You will work with inbound leads only, avoid cold outreach, and benefit from a remote-first setup, flexible scheduling, and travel incentives. Training is provided to accelerate skill development.

Qualifications

• Excellent verbal and written communication skills.
• Ability to learn quickly and adapt to new tools.
• Experience in sales or financial services is a plus.

Responsabilités

• 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.

Connaissances

Verbal communication

Written communication

CRM proficiency

Remote work

Self-motivated

Outils

CRM software

Description du poste

Stratford Davis LLC is seeking a Remote Virtual Sales Representative to join a remote sales team. The role focuses on engaging with qualified prospects, refining consultative selling, and presenting financial solutions with ongoing training and mentorship.

You will work with inbound leads only, avoid cold outreach, and benefit from a remote-first setup, flexible scheduling, and travel incentives. Training is provided to accelerate skill development.