Remote Financial Solutions Advisor

Stratford Davis LLC; Indianapolis (IN); Remote; USD 30,000 - 70,000; Full time

Benefits offered by this job

Health, dental, vision coverage

Life Insurance benefits

Full training and mentorship

Incentives & travel for top performers

Job summary

Stratford Davis LLC in Indianapolis, IN is seeking a Virtual Sales Associate to remotely connect with clients, assess goals, and present tailored financial solutions. No experience is required as you receive structured onboarding and live coaching.

You will drive business development through outreach, manage client relationships, and participate in ongoing training. The role offers flexible scheduling and uncapped earning potential with incentives and travel opportunities.

Qualifications

• Excellent verbal and written communication skills.
• Self-motivated with ability to manage own daily tasks.
• High integrity, ethics, and accountability.
• No prior experience required; onboarding and coaching provided.
• 100% remote with flexible schedule.
• Full training and mentorship available.
• Commission-based earnings with uncapped income potential.
• Health, dental, vision coverage and life insurance benefits.
• Incentives and travel opportunities for top performers.

Responsibilities

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

Skills

Communication

Self-motivation

Ethics

No experience needed

Remote work

Job description

Stratford Davis LLC in Indianapolis, IN is seeking a Virtual Sales Associate to remotely connect with clients, assess goals, and present tailored financial solutions. No experience is required as you receive structured onboarding and live coaching.

You will drive business development through outreach, manage client relationships, and participate in ongoing training. The role offers flexible scheduling and uncapped earning potential with incentives and travel opportunities.