Remote Sales Rep – Financial Services, Flexible Schedule

Stratford Davis; San Francisco (CA); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Pre-qualified warm leads

Comprehensive training

Uncapped commission

Mentorship

Travel opportunities

Job summary

Stratford Davis is seeking an Entry Level Sales Representative to join our remote, San Francisco–based team. You will work with mentors to learn financial products, engage warm leads, and conduct virtual consultations to assess client needs.

This role offers flexible scheduling, comprehensive training, and uncapped commissions as you build a client base. Ideal for self-motivated individuals seeking independence with strong support.

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 is seeking an Entry Level Sales Representative to join our remote, San Francisco–based team. You will work with mentors to learn financial products, engage warm leads, and conduct virtual consultations to assess client needs.

This role offers flexible scheduling, comprehensive training, and uncapped commissions as you build a client base. Ideal for self-motivated individuals seeking independence with strong support.