Remote Financial Planning Sales Associate

Stratford Davis LLC; Louisville (KY); Remote; USD 30,000 - 90,000; Full time

Benefits offered by this job

Onboarding & coaching

Remote work from home

Incentives & travel bonuses

Health & wellness options

Top-performer rewards

Job summary

Stratford Davis LLC in the United States is seeking a Remote Virtual Sales Associate to help families plan their financial futures. You will host remote discovery calls, assess client goals, and present tailored financial solutions to guide their journey.

This 100% commission-based role offers flexible scheduling, onboarding with live coaching, ongoing training, and opportunities for incentives and top-performer rewards while staying fully remote from your home office.

Qualifications

• Strong verbal and written communication and ability to build relationships.
• Self-motivated individuals who manage their own schedules.
• High standards of personal integrity, ethics and accountability.
• No experience necessary; onboarding and live coaching provided.
• 100% remote with freedom to work from home.

Responsibilities

• Virtual Consultations: Host remote discovery calls to evaluate client needs.
• Business Development: Generate prospective leads through outreach and referrals.
• Client Management: Nurture relationships with ongoing support and updates.
• Continuous Learning: Participate in workshops and product updates.

Skills

Communication

Self-motivation

Integrity

No experience required

Remote work

Job description

Stratford Davis LLC in the United States is seeking a Remote Virtual Sales Associate to help families plan their financial futures. You will host remote discovery calls, assess client goals, and present tailored financial solutions to guide their journey.

This 100% commission-based role offers flexible scheduling, onboarding with live coaching, ongoing training, and opportunities for incentives and top-performer rewards while staying fully remote from your home office.