Remote Financial Solutions Sales Associate

Stratford Davis LLC

Boise (ID)

Remote

USD 30,000 - 60,000

Full time

3 days ago

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Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

Life insurance

Job summary

Stratford Davis LLC in Boise is seeking a Virtual Sales Associate to help families plan their future from home. This remote, commission-based role lets you connect with clients, assess goals, and present tailored financial solutions.

No experience is necessary; we provide onboarding, live coaching, and ongoing mentoring. You will conduct remote consultations, build relationships, and develop business through outreach and referrals while enjoying a flexible schedule.

Qualifications

Strong verbal and written communication skills.
Ability to work independently with a flexible schedule.
No experience required; onboarding and coaching provided.
100% remote role with home-office setup.
Commission-based earnings with uncapped income potential.

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.