Virtual Sales Representative (Trainings Included)

Stratford Davis LLC; Oakland (CA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Autonomy

Support network

Health benefits

Incentives

Uncapped commissions

Job summary

Stratford Davis LLC in Oakland, CA is seeking a self-motivated Remote Entry Level Sales Representative to guide clients toward tailored financial planning solutions and build your own portfolio.

You will generate leads, perform digital consultations, maintain a client pipeline, and uphold professional standards. The role offers autonomy, strong support, health benefits, and uncapped commission with performance rewards.

Qualifications

• Entrepreneurial mindset with disciplined work ethic.
• Excellent verbal and digital communication skills.
• Willingness to receive coaching and develop professionally.

Responsibilities

• Generating active leads through multiple channels.
• Evaluating client goals via digital consultations to tailor plans.
• Maintaining an active client pipeline with ongoing support.
• Upholding professional conduct, compliance and transparency.

Skills

Entrepreneurial spirit

Verbal communication

Digital communication

Time management

Openness to feedback

Job description

Virtual Sales Representative (Trainings Included)

Oakland, United States | Posted on 10/27/2026

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 self-starters to maximize their earnings with no limit on financial growth.