Remote Financial Sales Associate - Commission-Based, Training

Stratford Davis; Raleigh (NC); On-site; USD 40,000 - 75,000; Full time

Benefits offered by this job

Remote work

Training & mentorship

Incentives & travel

Health & wellness benefits

Commission-based earnings

Job summary

Stratford Davis is seeking a Virtual Sales Associate to help families plan their financial future remotely. You will conduct virtual consultations, assess client goals, and present tailored solutions to guide their financial journey.

No experience is required; we provide onboarding, live coaching, and a structured training program. This 100% remote role offers flexible scheduling, opportunities for incentives and travel, and comprehensive health benefits.

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

Remote work management

Job description

Stratford Davis is seeking a Virtual Sales Associate to help families plan their financial future remotely. You will conduct virtual consultations, assess client goals, and present tailored solutions to guide their financial journey.

No experience is required; we provide onboarding, live coaching, and a structured training program. This 100% remote role offers flexible scheduling, opportunities for incentives and travel, and comprehensive health benefits.