Sales Representative (Remote - Entry Level - Trainings Provided)

Stratford Davis; San Diego (CA); Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis is seeking a Sales Representative for a remote, entry-level role in San Diego. You will engage inbound leads, conduct virtual consultations, and present tailored life insurance and annuity solutions. Training is provided, with uncapped commissions and a streamlined system for efficiency.

The position offers flexible 3–4 day work weeks, state-of-the-art tools, and ongoing mentorship to help you build a lucrative, long-term career in financial services.

Qualifications

• Commission-driven mindset is essential for high earnings.
• Strong verbal and written communication is required.
• Self-discipline to stay productive in a remote setup.
• Comfort working in a fully virtual environment.
• Willingness to learn, adapt, and apply coaching guidance.
• Previous sales or customer service experience is a plus.

Responsibilities

• Engage warm prospects: connect with inbound leads (no cold calling).
• Conduct virtual consultations with clients to assess financial needs.
• Propose tailored solutions focusing on life insurance and annuities.
• Educate clients on product benefits and long-term security.
• Nurture client relationships and manage your portfolio.
• Track sales activities and progress using the CRM system.
• Guide clients from initial consultation to close.
• Foster referrals and post-sale communication to retain clients.
• Stay informed on product portfolios, industry shifts, and compliance.

Skills

Commission mindset

Communication skills

Self-discipline

Remote work

Growth mindset

Sales experience (nice-to-have)

Job description

Sales Representative (Remote - Entry Level - Trainings Provided)

San Diego, United States | Posted on 11/11/2026

We are seeking motivated, client-centric professionals to join our expanding remote sales division. This role is perfect for individuals who excel at relationship-building, are highly self-motivated, and want to establish a lucrative, long-term career in financial services. We equip you with comprehensive training, modern tools, and ongoing support to ensure your success in a collaborative virtual environment.

As a key member of our team, you will sharpen your professional expertise, enjoy outstanding uncapped commission potential, and utilize a streamlined, proven system built for maximum efficiency. Highly driven individuals can achieve exceptional financial rewards while helping clients protect their futures with customized insurance strategies.

Key Responsibilities

• Engage Warm Prospects: Connect with high-quality, pre-screened inbound leads (absolutely no cold calling).
  
• Conduct Virtual Consultations: Meet with clients online to evaluate their unique financial needs and objectives.
  
• Propose Custom Solutions: Recommend tailored financial products, focusing primarily on life insurance and annuities.
  
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
  
• Deliver Value: Clearly articulate product benefits, helping clients understand their long‑term security.
  
• Nurture Client Relationships: Build lasting trust and maintain strong connections with your portfolio.
  
• Manage Client Pipelines: Track all sales activities, touchpoints, and progress using our CRM database.
  
• Oversee Sales Lifecycle: Guide clients smoothly from the initial consultation to a successful close.
  
• Foster Referrals and Retention: Maintain post‑sale communication to encourage loyalty and client introductions.
  
• Stay Informed: Keep up‑to‑date with product portfolios, industry shifts, and compliance standards.
  

Candidate Requirements

• Commission-Driven Mindset: Highly motivated by an uncapped, performance‑based commission structure.
  
• Communication Skills: Exceptional verbal and written communication, with a natural ability to connect with people.
  
• Self-Discipline: A strong work ethic and the ability to stay productive and organized while working autonomously.
  
• Remote Readiness: Comfort and familiarity with working in a fully virtual environment.
  
• Growth Mindset: An eager willingness to learn, adapt, and implement coaching.
  
• Background: Previous experience in sales or customer service is a plus, though not a requirement.
  
• Uncapped Commission Structure: Benefit from a highly lucrative, performance‑based payout model with unlimited earning potential and uncapped commission potential.
  
• Flexible Schedule: Enjoy a highly adaptable routine, typically working just 3 to 4 focused days per week.
  
• Pre‑Vetted Leads: Avoid the stress of prospecting; you will only speak with pre‑qualified, interested clients.
  
• Complimentary Training: Gain access to comprehensive digital courses and live mentorship at zero cost to you.
  
• State‑of‑the‑Art Tools: Use our premium sales platforms and technology to streamline your workflow.
  
• Ongoing Mentorship: Benefit from direct coaching and guidance from seasoned industry leaders.
  

By utilizing our structured, proven framework, you will have the direct path and resources needed to build a business of your own and pursue uncapped commissions.

Training is provided, with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours rather than a typical 8‑to‑5 schedule. Compensation is high and commission‑only, with uncapped commissions based on the business you place.

Take the next step toward a dynamic, high‑earning career.