Remote Insurance & Financial Services Sales Associate

Stratford Davis LLC; New Haven (CT); Remote; USD 36,000 - 60,000; Full time

Benefits offered by this job

Flexible schedule

Warm leads (no cold calling)

Comprehensive training

Uncapped commissions

Mentorship from experienced pros

Travel opportunities for top earners

Job summary

Stratford Davis LLC is seeking an Entry Level Sales Representative to join a remote team in the New Haven area. You will work with mentors to understand client needs, meet with pre-qualified leads, and conduct virtual consultations to propose tailored financial and insurance solutions.

The role emphasizes ownership, independence, and a structured growth system, with training and support designed to build financial independence and a successful career in insurance and financial services.

Responsibilities

• Working closely with experienced mentors in a collaborative setting
• Connecting with pre-qualified leads to evaluate their financial and insurance needs
• Conducting virtual consultations via Zoom or phone
• Designing customized insurance solutions based on client goals
• Presenting recommendations clearly to guide clients toward confident decisions

Job description

Stratford Davis LLC is seeking an Entry Level Sales Representative to join a remote team in the New Haven area. You will work with mentors to understand client needs, meet with pre-qualified leads, and conduct virtual consultations to propose tailored financial and insurance solutions.

The role emphasizes ownership, independence, and a structured growth system, with training and support designed to build financial independence and a successful career in insurance and financial services.