Remote Financial Solutions Advisor (Uncapped Commission)

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

Benefits offered by this job

Health & Wellness Access

Life Insurance

Flexible Schedule

Remote Work

Bonuses & Travel

Job summary

Stratford Davis LLC is seeking a Virtual Sales Associate to help families plan their financial futures from a remote home office. You will conduct virtual consultations, drive business development, and manage client relationships with ongoing support.

No previous experience is required as we provide structured onboarding and live coaching to help you succeed in a fully remote, flexible environment with incentives and travel opportunities.

Qualifications

• No degree required; onboarding provided.
• Strong verbal and written communication skills.
• Ability to manage own schedule and drive results.

Responsibilities

• Conduct virtual consultations to assess client needs and outline financial strategies.
• Generate prospective leads through direct outreach and referrals.
• Nurture client relationships with ongoing support and updates.
• Engage in ongoing learning through workshops and product updates.

Skills

Communication

Lead generation

Time management

Self-motivation

Job description

Stratford Davis LLC is seeking a Virtual Sales Associate to help families plan their financial futures from a remote home office. You will conduct virtual consultations, drive business development, and manage client relationships with ongoing support.

No previous experience is required as we provide structured onboarding and live coaching to help you succeed in a fully remote, flexible environment with incentives and travel opportunities.