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Stratford Davis

Stratford Davis

Entry Level Sales Representative (Remote)

San Jose, USOn-sitePermanentFull-time

Posted Oct 11, 2026

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:
  • 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
Why Join Us
  • 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
About the Role
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.

Role snapshot

Job type

Full-time

Required skills

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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Entry Level Sales Representative (Remote) at Stratford Davis in San Jose | Scovai | Scovai