Remote Financial Advisor — Training, Commission & Growth

Stratford Davis; San Francisco (CA); On-site; USD 35,000 - 90,000; Full time

Benefits offered by this job

Health, dental, vision

Life insurance

Bonuses & trips

Remote-friendly

Job summary

Stratford Davis is seeking a motivated Virtual Sales Associate to help families plan their financial future from a remote home office. You will conduct virtual consultations, generate leads, and manage ongoing client relationships while receiving coaching and mentorship for growth.

No prior experience is required; we provide onboarding and live coaching, with flexible schedules and uncapped income potential tied to performance.

Qualifications

• Excellent communication skills, both verbal and written.
• Self-motivated with ability to manage daily tasks and schedule.
• High integrity, ethics, and accountability in all interactions.

Responsibilities

• Conduct virtual consultations with clients to assess goals and outline strategies.
• Generate leads through direct outreach, digital networking, and referrals.
• Nurture client relationships with ongoing support and updates.
• Participate in workshops, product updates, and mentorship to improve skills.

Skills

Verbal & written communication

Self-motivated & organized

Integrity & accountability

Job description

Stratford Davis is seeking a motivated Virtual Sales Associate to help families plan their financial future from a remote home office. You will conduct virtual consultations, generate leads, and manage ongoing client relationships while receiving coaching and mentorship for growth.

No prior experience is required; we provide onboarding and live coaching, with flexible schedules and uncapped income potential tied to performance.