Remote Financial Planning Sales Associate

Stratford Davis; Atlanta (GA); On-site; USD 40,000 - 90,000; Full time

Benefits offered by this job

100% Remote

Full Training & Mentorship

Incentives & Travel

Health, Dental, Vision Coverage

Life Insurance

Job summary

Stratford Davis is seeking a Remote Virtual Sales Associate to help families plan their financial future from home. You will conduct remote discovery calls, tailor solutions, and guide clients through personalized strategies.

As a 100% remote role with structured onboarding, you’ll receive full training and mentorship, with performance-based incentives and occasional travel for top performers. Strong communication and self-motivation are essential to success.

Qualifications

• No experience required; onboarding and live coaching provided.
• 100% remote with flexible schedule.
• Full training and mentorship available.
• Incentives and travel opportunities for top performers.
• Health, dental, vision coverage plus life insurance.

Responsibilities

• Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
• Generate prospective leads through direct outreach, digital networking, and referral systems.
• Nurture ongoing client relationships with continuous support and updates.
• Participate in hands-on workshops, product updates, and mentorship sessions to hone your skills.

Skills

Strong communication

Self-motivated

Integrity

No experience required

Job description

Stratford Davis is seeking a Remote Virtual Sales Associate to help families plan their financial future from home. You will conduct remote discovery calls, tailor solutions, and guide clients through personalized strategies.

As a 100% remote role with structured onboarding, you’ll receive full training and mentorship, with performance-based incentives and occasional travel for top performers. Strong communication and self-motivation are essential to success.