Remote Financial Sales Associate — Uncapped Commission

Stratford Davis LLC

San Jose (CA)

Remote

USD 20,000 - 60,000

Full time

3 days ago
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Benefits offered by this job

Remote work
Flexible schedule
Bonuses and trips
Health insurance

Job summary

Stratford Davis LLC in San Jose, CA is seeking a Virtual Sales Associate to help families plan their future from a remote setting. You will connect with clients, assess goals, and present tailored financial solutions to guide their journey.

No experience is required as we provide structured onboarding and live coaching. This 100% commission role offers flexible schedules, remote work from home, and opportunities for bonuses and elite trips based on performance.

Qualifications

  • Excellent verbal and written communication skills.
  • Self-motivated with ability to manage daily tasks.
  • Strong ethics and personal integrity.
  • No prior sales experience required; onboarding provided.

Responsibilities

  • Host remote discovery calls to assess client needs and outline personalized financial strategies.
  • Generate prospective leads through outreach, digital networking, and referrals.
  • Nurture ongoing client relationships with ongoing support and updates.
  • Participate in hands-on workshops and product updates to stay current.

Skills

Communication
Self-motivation
Accountability
Learning mindset

Job description

Stratford Davis LLC in San Jose, CA is seeking a Virtual Sales Associate to help families plan their future from a remote setting. You will connect with clients, assess goals, and present tailored financial solutions to guide their journey.

No experience is required as we provide structured onboarding and live coaching. This 100% commission role offers flexible schedules, remote work from home, and opportunities for bonuses and elite trips based on performance.

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