Remote Financial Solutions Sales Associate

Stratford Davis; Baltimore (MD); Remote; USD 40,000 - 120,000; Full time

Benefits offered by this job

Remote work

Commission-based pay

Structured onboarding and mentorship

Job summary

Stratford Davis in the United States is seeking a Virtual Sales Associate to help families plan their financial future from a home office. You will conduct remote consultations, assess goals, and present tailored life insurance and retirement solutions.

This is a 100% remote, commission-only role with flexible hours, comprehensive onboarding, and mentorship. You’ll build client relationships, generate leads, and guide clients through financial products while earning uncapped income potential.

Qualifications

• Strong verbal and written communication skills.
• Self-motivated individuals who enjoy flexible schedules.
• High standards of personal integrity, ethics, and accountability.

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.
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Continuous Learning: Participate in hands-on workshops, product updates, and mentorship sessions to hone your skills.

Skills

Verbal and written communication

Self-motivated

Relationship-building

Integrity and ethics

Job description

Stratford Davis in the United States is seeking a Virtual Sales Associate to help families plan their financial future from a home office. You will conduct remote consultations, assess goals, and present tailored life insurance and retirement solutions.

This is a 100% remote, commission-only role with flexible hours, comprehensive onboarding, and mentorship. You’ll build client relationships, generate leads, and guide clients through financial products while earning uncapped income potential.