Sales Representative (Remote)

Stratford Davis LLC; San Jose (CA); Remote; USD 90.000 - 180.000; Vollzeit

Benefits dieser Stelle

Uncapped commissions

Six-figure potential

Remote-friendly

Free training & tech

Travel rewards

Zusammenfassung

Stratford Davis LLC is seeking self-motivated sales professionals to join our virtual advisory team. You will meet with qualified prospects, assess financial goals, and present customized life insurance and retirement plans via a CRM-enabled workflow.

Successful candidates enjoy an uncapped, commission-based structure with six-figure earning potential, flexible 3-4 day weeks, and mentorship in a remote setting. Training and tech support are provided at no cost.

Qualifikationen

• Uncapped commission-based pay with six-figure earning potential.
• Excellent verbal and written communication skills.
• Ability to stay organized and productive while working remotely.
• Willingness to learn and take feedback.
• Sales or customer service experience is a plus.
• Lead generation provided; no cold calling.

Aufgaben

• Consult warm leads with virtual meetings.
• Assess goals and present tailored options.
• Manage pipeline using our CRM.
• Maintain post-sale relationships to drive referrals.
• Stay compliant with product offerings and regulations.

Kenntnisse

Commission-based pay

Strong communicator

Self-discipline

Coachability

Sales experience

Remote work

Six-figure potential

Tools

CRM

Jobbeschreibung

San Jose, United States | Posted on 10/21/2026

Our virtual advisory team is looking for ambitious, customer-focused individuals to launch a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

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.