Virtual Sales Representative (Trainings Included)

Stratford Davis LLC; San Francisco (CA); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Autonomy over schedule

Elite support network

Health & wellness plans

Cash incentives & awards

Uncapped commission

Job summary

Stratford Davis LLC in San Francisco, CA invites you to join as a Virtual Sales Representative. This remote, entry-level role guides clients toward customized financial planning solutions while building your own portfolio.

You'll work independently with autonomy over scheduling, receive training, and compete for performance-based rewards, including cash incentives and trips. Strong communication and self-discipline are essential.

Qualifications

• Entrepreneurial spirit, high discipline and strong time management.
• Excellent verbal and digital communication skills.
• Desire to thrive in an outcome-focused environment with hard work.
• Openness to feedback, coaching and professional development.

Responsibilities

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

Skills

Entrepreneurial spirit

Discipline & time management

Verbal and digital communication

Growth mindset & feedback

Job description

Virtual Sales Representative (Trainings Included)

San Francisco, United States | Posted on 10/30/2026

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.