Remote Financial Sales Associate - Commission-Only

Stratford Davis; San Francisco (CA); Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis is seeking a Virtual Sales Associate to help families plan their financial futures from a fully remote setup in the United States. You will conduct remote consultations, identify client goals, and present tailored life-insurance and annuity solutions.

The role emphasizes flexible scheduling, uncapped commissions, and ongoing mentorship. The position offers comprehensive onboarding and live coaching to new team members, with a focus on building long-term client relationships and

Qualifications

• Excellent verbal and written communication with strong relationship-building skills.
• Self-motivated individuals who manage their own daily tasks and schedule.
• High standards of personal integrity, ethics, and accountability.
• No experience required; structured onboarding and live coaching provided.

Responsibilities

• Host remote discovery calls to assess client needs and outline personalized financial strategies.
• Generate prospective leads through direct outreach, digital networking, and referrals.
• Nurture ongoing client relationships with ongoing support and updates.
• Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Participate in hands-on workshops, product updates, and mentorship to hone skills.

Skills

Verbal communication

Written communication

Self-motivation

Ethics and integrity

Job description

Stratford Davis is seeking a Virtual Sales Associate to help families plan their financial futures from a fully remote setup in the United States. You will conduct remote consultations, identify client goals, and present tailored life-insurance and annuity solutions.

The role emphasizes flexible scheduling, uncapped commissions, and ongoing mentorship. The position offers comprehensive onboarding and live coaching to new team members, with a focus on building long-term client relationships and