Remote Financial Planning Sales Associate (Commission)

Stratford Davis LLC; Minneapolis (MN); Remote; USD 30,000 - 90,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Onboarding & coaching

Incentives & travel

Health coverage

Life insurance

Job summary

Stratford Davis LLC is seeking a Virtual Sales Associate to help individuals and families plan their financial future. This 100% remote role lets you conduct remote discovery calls, outline personalized strategies, and guide clients through the decision path.

You will generate leads, manage client relationships, and participate in workshops with live coaching and onboarding. Earnings are commission-based with performance incentives.

Qualifications

• Strong verbal and written communication skills.
• Self-motivated with ability to manage your own daily tasks.
• High standards of personal integrity, ethics, and accountability.
• No experience necessary; onboarding and live coaching provided.

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 your skills.

Job description

Stratford Davis LLC is seeking a Virtual Sales Associate to help individuals and families plan their financial future. This 100% remote role lets you conduct remote discovery calls, outline personalized strategies, and guide clients through the decision path.

You will generate leads, manage client relationships, and participate in workshops with live coaching and onboarding. Earnings are commission-based with performance incentives.