Stratford Davis
Virtual Sales Representative (Trainings Included)
Honolulu, USOn-sitePermanentFull-time
Posted Oct 14, 2026
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.
Role snapshot
Job type
Full-time
Required skills
Multichannel Prospecting (generating leads via modern outreach channels)Virtual Client Consultation (conducting digital consultations)Financial Needs Assessment (evaluating individual financial goals)Consultative Selling (guiding clients toward tailored financial solutions)Sales Pipeline Management (maintaining an active client pipeline)Client Relationship Management and Ongoing SupportRegulatory Compliance & Professional ConductVerbal and Digital Communication SkillsTime Management and Personal DisciplineReceptiveness to Feedback and Coaching (coachability)Performance/Results-driven Sales Mindset (thriving in outcome-focused environments)Remote Work Autonomy and Self-direction
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