Stratford Davis
Virtual Sales Representative (Trainings Included)
Oakland, USPresencialPermanenteTiempo completo
Publicado 8 oct 2026
Este empleo está publicado en EN
Turn Your Hustle Into a Scalable Career.
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
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.
- 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.
- 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.
Resumen del puesto
Tipo de empleo
Tiempo completo
Habilidades requeridas
Multi-channel lead generationSales prospecting and qualificationVirtual consultation and remote sales deliveryFinancial planning needs assessmentCustomized financial solution designClient pipeline and CRM managementClient relationship management and ongoing supportRegulatory compliance and ethical client transparencyTime management and self-directed work disciplineVerbal and digital communication skillsReceptiveness to feedback and coaching (coachability)Outcome-driven sales performance and goal orientationSales closing and negotiation
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