Remote Financial Services Sales Pro - Entry Level

Stratford Davis LLC; Oakland (CA); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Healthcare benefits

Life coverage

Quarterly performance trips

Job summary

Stratford Davis LLC is seeking a Remote Entry Level Sales Representative to join our fully remote team. You will lead virtual consultations, help clients protect their assets, and grow a lucrative client base using our proven tools and leads playbook.

Core duties include outreach, discovery meetings, and delivering compelling presentations, while onboarding provides step-by-step training with live shadowing.

Qualifications

• High energy and goal-driven attitude.
• Ability to work productively in a remote environment.
• Strong desire for career advancement and financial independence.

Responsibilities

• Initiate prospect outreach through social channels, networking groups, and referrals.
• Conduct discovery meetings over video call to identify financial gaps.
• Deliver presentations showcasing protection and growth options.
• Build a personal brand based on trust, transparency, and care.

Skills

High energy

Remote work

Sales drive

Strong communication

Education

High school diploma or equivalent

Job description

Stratford Davis LLC is seeking a Remote Entry Level Sales Representative to join our fully remote team. You will lead virtual consultations, help clients protect their assets, and grow a lucrative client base using our proven tools and leads playbook.

Core duties include outreach, discovery meetings, and delivering compelling presentations, while onboarding provides step-by-step training with live shadowing.