Virtual Sales Representative (Trainings Included)

Stratford Davis LLC; Fresno (CA); Remote; USD 20,000 - 60,000; Full time

Benefits offered by this job

Complete Autonomy

Elite Support Network

Health & Wellness Options

Performance Perks

Uncapped Commission

Job summary

Stratford Davis LLC in Fresno, CA is seeking an energetic Remote Entry Level Sales Representative to guide clients toward customized financial planning solutions while growing your own client portfolio. This role features complete autonomy over your work hours and a fully remote setup.

You will generate active leads across multiple channels, evaluate goals through digital consultations, and maintain a robust client pipeline with ongoing support.

Qualifications

• Entrepreneurial spirit, high discipline, and excellent time management.
• Top-tier verbal and digital communication skills.
• A strong desire to thrive in an outcome-focused environment where hard work pays off.
• Openness to feedback, coaching, and professional development.

Responsibilities

• Generating active leads and prospective client conversations through multiple modern outreach channels.
• Evaluating individual financial goals through digital consultations to craft tailored strategic plans.
• Maintaining an active client pipeline while delivering top-tier ongoing support.
• Upholding rigorous standards of professional conduct, compliance, and client transparency.

Job description

Virtual Sales Representative (Trainings Included)

Fresno, United States

We are seeking an energetic, self-motivated Remote Entry Level Sales Representative to join our expanding team. In this role, you will operate independently to guide clients toward customized financial planning solutions while growing your own client portfolio.

What You’ll Be Doing

• Generating active leads and prospective client conversations through multiple modern outreach channels.
  
• Evaluating individual financial goals through digital consultations to craft tailored strategic plans.
  
• Maintaining an active client pipeline while delivering top-tier ongoing support.
  
• Upholding rigorous standards of professional conduct, compliance, and client transparency.
  

What We Expect

• An entrepreneurial spirit, high discipline, and excellent time management.
  
• Top-tier verbal and digital communication skills.
  
• A strong desire to thrive in an outcome-focused environment where hard work pays off.
  
• Openness to feedback, coaching, and professional development.
  

What We Offer

• Complete Autonomy: Full command over your work hours and daily calendar.
  
• Elite Support Network: Dedicated leadership support and a collaborative culture.
  
• Health & Wellness Options: Medical, dental, and vision exchange plans, plus life insurance benefits.
  
• Performance Perks: Cash incentives, quarterly awards, and top-performer luxury trips.
  
• Uncapped Commission Structure: This position features a fully commission-based compensation model, allowing top performers and ambitious ...