Remote Financial Solutions Consultant

Stratford Davis LLC; Washington; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

100% remote

Flexible schedule

Onboarding & live coaching

Uncapped commissions

Health benefits

Job summary

Stratford Davis LLC is seeking a fully remote Virtual Sales Associate to help clients plan their financial futures. You will conduct virtual consultations, build relationships, and guide prospects through tailored solutions.

No experience required—comprehensive onboarding and live coaching are provided. You will enjoy a flexible schedule, commission-based earnings with uncapped potential, and access to health benefits and mentorship.

Qualifications

• Excellent verbal and written communication skills.
• Strong ability to build and maintain client relationships.
• Self-motivated with ability to manage own schedule and tasks.
• Willingness to participate in onboarding and ongoing coaching.

Responsibilities

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

Skills

Verbal communication

Written communication

Relationship-building

Self-motivated

Remote work self-discipline

Coaching/onboarding mindset

Job description

Stratford Davis LLC is seeking a fully remote Virtual Sales Associate to help clients plan their financial futures. You will conduct virtual consultations, build relationships, and guide prospects through tailored solutions.

No experience required—comprehensive onboarding and live coaching are provided. You will enjoy a flexible schedule, commission-based earnings with uncapped potential, and access to health benefits and mentorship.