Remote Sales Representative (Entry Level)

Stratford Davis · Seattle, WA, United States

Location
Seattle
Job Type
Full-time
Posted
June 01, 2026

Job Description

About the Opportunity Stratford Davis is seeking motivated professionals to join our expanding virtual sales organization. This role is ideal for individuals who enjoy working with people, are motivated by results, and want to build a long-term career in financial services. You will play a key role in helping clients secure their financial future by providing tailored insurance and retirement solutions. Responsibilities Connect with inbound, pre-qualified leads (no cold calling required) Conduct virtual consultations to assess client needs and goals Recommend appropriate financial products such as life insurance and annuities Clearly explain product benefits and long-term value Build and maintain strong client relationships Track all interactions and progress using CRM systems Manage your pipeline from initial contact to closing Follow up with clients for retention and referrals Stay informed on product updates and compliance requirements Requirements Excellent communication and interp...

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