Stratford Davis
Entry Level Sales Representative (Remote)
San Jose, USفي الموقعدائمدوام كامل
تم النشر في 11 أكتوبر 2026
تم نشر هذه الوظيفة باللغة EN
Join a High-Performing Team in Financial Services
Who We Are
We are a fast-growing insurance and financial services company known for our results-driven culture and dedication to excellence. Our workplace has been recognized multiple times for its outstanding environment, earning accolades from Entrepreneur Magazine, consistently strong reviews on Glassdoor and Indeed, and a place on the Inc. 5000 list for six straight years. We’ve also recently been featured in Forbes.
What You’ll Do
As a member of our team, you’ll be supported with continuous training and mentorship designed to help you thrive. Your responsibilities will include:
This position centers on financial products such as Indexed Universal Life (IUL) insurance, annuities, and life insurance. It’s a great fit for self-motivated individuals seeking the independence of entrepreneurship with the support of a proven system.
If you’re looking to take ownership of your career, build financial independence, and make a real difference in people’s lives, we encourage you to apply and begin your path to success.
Who We Are
We are a fast-growing insurance and financial services company known for our results-driven culture and dedication to excellence. Our workplace has been recognized multiple times for its outstanding environment, earning accolades from Entrepreneur Magazine, consistently strong reviews on Glassdoor and Indeed, and a place on the Inc. 5000 list for six straight years. We’ve also recently been featured in Forbes.
What You’ll Do
As a member of our team, you’ll be supported with continuous training and mentorship designed to help you thrive. Your responsibilities will include:
- Working closely with experienced mentors in a collaborative setting
- Connecting with pre-qualified leads to evaluate their financial and insurance needs
- Conducting virtual consultations via Zoom or phone
- Designing customized insurance solutions based on client goals
- Presenting recommendations clearly to guide clients toward confident decisions
- We focus on efficiency and results, not just long hours. Here’s what makes this opportunity stand out:
- Flexible schedule, typically 3–4 focused days per week
- No cold calling - leads are warm and pre-qualified
- Free, comprehensive training with ongoing support
- Earn six income within the 1st year following our streamline steps
- Performance-based compensation with uncapped commission potential
- Access to advanced sales tools at no cost
- Direct mentorship from experienced professionals
- Incentive-based international travel opportunities for top performers
This position centers on financial products such as Indexed Universal Life (IUL) insurance, annuities, and life insurance. It’s a great fit for self-motivated individuals seeking the independence of entrepreneurship with the support of a proven system.
If you’re looking to take ownership of your career, build financial independence, and make a real difference in people’s lives, we encourage you to apply and begin your path to success.
ملخص الدور
نوع الوظيفة
دوام كامل
المهارات المطلوبة
Virtual consultation (Zoom/phone)Financial needs assessmentIndexed Universal Life (IUL) product knowledgeAnnuities product knowledgeLife insurance product knowledgeInsurance solution designSales presentation and recommendation deliverySales tools / CRM proficiencyConsultative selling / client relationship managementCoachability and receptiveness to mentorshipSelf-motivation and entrepreneurial mindsetRemote work time management and schedule flexibilityPerformance-driven / goal-oriented sales focus
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