Virtual Sales Representative (Trainings Included)

Stratford Davis LLC

Seattle (WA)

Remote

USD 40,000 - 70,000

Full time

39 hours ago
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Benefits offered by this job

Autonomy over work hours
Elite support network
Health & wellness options
Performance incentives
Uncapped commissions

Job summary

Stratford Davis LLC in Seattle, WA seeks a Remote Entry Level Sales Representative to guide clients toward customized financial planning solutions while growing your own client portfolio.

You will generate leads across multiple channels, conduct digital consultations, and maintain a proactive pipeline with high standards of integrity and professional conduct.

Qualifications

  • Experience generating leads via multiple outreach channels.
  • Conduct digital consultations to assess client goals.
  • Maintain client pipeline and provide ongoing support.
  • Commitment to professional conduct and compliance.

Responsibilities

  • Generate active leads and conversations through multiple outreach channels.
  • Evaluate financial goals through digital consultations to craft tailored plans.
  • Maintain an active client pipeline and deliver ongoing support.
  • Uphold standards of professional conduct, compliance and transparency.

Skills

Lead generation
Prospecting
Digital communication
Time management

Tools

CRM software

Job description

Virtual Sales Representative (Trainings Included)

Seattle, United States | Posted on 11/04/2026

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.
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