Virtual Sales Representative (Trainings Included)

Stratford Davis; San Jose (CA); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Autonomy over schedule

Supportive leadership and team culture

Uncapped commissions

Job summary

Stratford Davis is seeking a Remote Entry Level Sales Representative to autonomously develop client relationships and guide clients toward personalized financial planning solutions from a fully remote setup.

The role emphasizes generating leads, conducting digital consultations, and building a client portfolio while delivering education on Life Insurance, IULs, and Annuities. A strong entrepreneurial spirit and disciplined time management are essential.

Qualifications

• Excellent verbal and written communication skills.
• Self-motivated with ability to work remotely without micromanagement.
• Entrepreneurial mindset with discipline and time management.
• Willingness to receive feedback and pursue professional growth.

Responsibilities

• Generate active leads and have conversations through multiple outreach channels.
• Assess client goals via digital consultations to tailor plans.
• Maintain an active client pipeline and provide ongoing support.
• Sell, educate, and present Life Insurance, IUL, and Annuities to clients.
• Adhere to professional standards, compliance, and client transparency.

Skills

Verbal communication

Digital communication

Entrepreneurial spirit

Self-motivation

Job description

Virtual Sales Representative (Trainings Included)

San Jose, United States | Posted on 11/10/2026

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.
  
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
  
• 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.
  
• Uncapped Commission Structure: This position features a fully commission-only compensation model, allowing top performers and ambitious self-starters to maximize their earnings with no limit on financial growth.
  

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.