Sales Representative (Remote)

Stratford Davis LLC; Oakland (CA); Remote; USD 60,000 - 130,000; Full time

Benefits offered by this job

Free onboarding & tools

Travel rewards

Flexible schedule (3–4 day weeks)

Job summary

Stratford Davis LLC in Oakland, CA seeks a results-driven Sales Consultant to guide warm leads through the financial planning process.

You will present tailored insurance and annuity options, manage a CRM-driven pipeline, and build lasting client relationships, with remote work and a focused 3-4 day week.

Qualifications

• Commission-Driven: High motivation to excel in an uncapped, performance-based earnings model.
• Strong Communicator: Clear, empathetic verbal and written communication skills.
• Self-Disciplined: Ability to stay organized, focused, and productive while working remotely.
• Coachability: Eagerness to learn, adapt, and apply leadership feedback.
• Experience: Background in sales or customer service is a plus, but not required.
• High Earning Potential: Uncapped, 100% commission structure with six-figure capability.
• Flexible Hours: Complete your workload in a focused 3 to 4-day workweek.
• Qualified Leads Provided: Spend time advising, not prospecting.
• Free Training & Tech: Comprehensive onboarding, tech suite, and elite mentorship at no cost.
• Travel Rewards: Earn company-sponsored luxury trips based on performance.

Responsibilities

• Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
• Assess & Present: Evaluate financial goals and present tailored insurance and annuity options.
• Manage Pipeline: Track interactions and guide clients through the sales process using our CRM.
• Build Relationships: Maintain post-sale contact to drive retention and client referrals.
• Stay Compliant: Keep up-to-date on product offerings and regulatory standards.

Skills

Commission-driven

Strong communicator

Self-disciplined

Coachability

High earning potential

Flexible hours

Qualified leads provided

Free training & tech

Travel rewards

Tools

CRM

Job description

Oakland, United States | Posted on 10/24/2026

Core Responsibilities

• Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
• Assess & Present: Evaluate financial goals and present tailored insurance and annuity options.
• Manage Pipeline: Track interactions and guide clients through the sales process using our CRM.
• Build Relationships: Maintain post-sale contact to drive retention and client referrals.
• Stay Compliant: Keep up-to-date on product offerings and regulatory standards.

Qualifications

• Commission-Driven: High motivation to excel in an uncapped, performance-based earnings model.
• Strong Communicator: Clear, empathetic verbal and written communication skills.
• Self-Disciplined: Ability to stay organized, focused, and productive while working remotely.
• Coachability: Eagerness to learn, adapt, and apply leadership feedback.
• Experience: Background in sales or customer service is a plus, but not required.
• High Earning Potential: Uncapped, 100% commission structure with six-figure capability.
• Flexible Hours: Complete your workload in a focused 3 to 4-day workweek.
• Qualified Leads Provided: Spend time advising, not prospecting.
• Free Training & Tech: Comprehensive onboarding, tech suite, and elite mentorship at no cost.
• Travel Rewards: Earn company-sponsored luxury trips based on performance.

Ready to take control of your income and schedule?