Remote Financial Solutions Sales Advisor

Stratford Davis LLC; Atlanta (GA); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Mentorship and onboarding

Bonuses and top-performer trips

Health & wellness options

Job summary

Stratford Davis LLC in Atlanta, GA is seeking a Virtual Sales Associate to connect with clients, assess goals, and present tailored financial solutions from home. This 100% remote role offers flexible scheduling and the chance to build a meaningful career in financial guidance.

You will host remote discovery calls, generate leads, nurture client relationships, and participate in ongoing training and mentorship.

Qualifications

• Excellent verbal and written communication and relationship-building.
• Self-motivated with ability to manage own schedule.
• High integrity, ethics, and accountability.
• No experience required; onboarding and live coaching provided.

Responsibilities

• Virtual Consultations: Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
• Business Development: Generate prospective leads through direct outreach, digital networking, and referral systems.
• Client Management: Nurture ongoing client relationships by offering continuous support and regular updates.
• Continuous Learning: Participate in hands-on workshops, product updates, and mentorship sessions to hone your skills.

Skills

Strong verbal & written communication

Relationship-building

Self-motivated

Remote work discipline

Job description

Stratford Davis LLC in Atlanta, GA is seeking a Virtual Sales Associate to connect with clients, assess goals, and present tailored financial solutions from home. This 100% remote role offers flexible scheduling and the chance to build a meaningful career in financial guidance.

You will host remote discovery calls, generate leads, nurture client relationships, and participate in ongoing training and mentorship.