Remote Financial Planning Sales Associate

Stratford Davis LLC; Portland (ME); Remote; USD 20,000 - 90,000; Full time

Benefits offered by this job

100% Remote

Comprehensive onboarding

Performance-based bonuses

Top-performer trips

Health, dental, vision

Job summary

Stratford Davis LLC in Portland, ME is seeking a Virtual Sales Associate to help families plan their financial future from home. This 100% remote, commission-based role focuses on uncovering client goals and presenting tailored financial solutions.

You\'ll conduct virtual consultations, generate leads, manage client relationships, and participate in ongoing training and mentorship. No experience is necessary as structured onboarding and coaching are provided, with incentives and travel for top

Qualifications

• Strong verbal and written communication skills
• Self-motivated individuals who enjoy set schedules and managing their own daily tasks
• High standards of personal integrity, ethics, and accountability
• No experience necessary; onboarding and live coaching provided
• 100% Remote: work from home with flexible schedule
• Full training and mentorship available
• Incentives and travel for top performers
• Health and wellness coverage options

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 by offering continuous support and regular updates
• Participate in hands-on workshops, product updates, and mentorship sessions to hone skills

Skills

Communication

Relationship building

Self-motivation

Time management

Professionalism

Job description

Stratford Davis LLC in Portland, ME is seeking a Virtual Sales Associate to help families plan their financial future from home. This 100% remote, commission-based role focuses on uncovering client goals and presenting tailored financial solutions.

You\'ll conduct virtual consultations, generate leads, manage client relationships, and participate in ongoing training and mentorship. No experience is necessary as structured onboarding and coaching are provided, with incentives and travel for top