Remote Financial Planning Sales Specialist

Stratford Davis LLC; Orlando (FL); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Health & wellness

Mentorship program

Incentives & travel

Job summary

Stratford Davis LLC in the United States is seeking a Virtual Sales Associate to help families plan their financial futures from home. This remote role offers flexible scheduling and comprehensive onboarding.

You will conduct virtual consultations, generate leads, and nurture client relationships while benefiting from training, mentorship, and travel incentives. No prior experience is required, making it an accessible entry into a rewarding, commission-based career.

Qualifications

• Strong verbal and written communication skills with a knack for relationship-building.
• Self-motivated individuals who enjoy set schedules and managing their own daily tasks.
• High standards of personal integrity, ethics, and accountability.
• No experience necessary, we provide structured onboarding and live coaching for all new team members.
• 100% Remote: Freedom to work from your home office with a flexible schedule.
• Full Training & Mentorship: One-on-one coaching and structured developmental resources.
• Incentives & Travel: Eligibility for financial bonuses, merit recognition, and top-performer trips.
• Health & Wellness Access: Options for medical, dental, and vision coverage, plus life insurance benefits.
• Commission-Based Earnings: This is a 100% commission-based role designed for self-starters—offering uncapped income potential where your effort directly controls your financial success.

Responsibilities

• Virtual Consultations: Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
• Business Development: Generate prospective leads through direct outreach, digital networking, and referral systems.
• Client Management: Nurture ongoing client relationships by offering continuous support and regular updates.
• Continuous Learning: Participate in hands-on workshops, product updates, and mentorship sessions to hone your skills.

Skills

Verbal communication

Written communication

Relationship-building

Self-motivation

Integrity

Job description

Stratford Davis LLC in the United States is seeking a Virtual Sales Associate to help families plan their financial futures from home. This remote role offers flexible scheduling and comprehensive onboarding.

You will conduct virtual consultations, generate leads, and nurture client relationships while benefiting from training, mentorship, and travel incentives. No prior experience is required, making it an accessible entry into a rewarding, commission-based career.