Remote Financial Solutions Specialist

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

Benefits offered by this job

100% Commission

Remote work

Onboarding & mentorship

Incentives & travel

Job summary

Stratford Davis is seeking a Virtual Sales Associate in San Jose, CA to help families plan their financial future from home. You will connect with clients, assess goals, and present tailored solutions in a fully remote, commission-based role.

No experience is required; onboarding and live coaching are provided. You’ll manage your own schedule, generate leads, and build lasting client relationships while earning uncapped income based on performance.

Qualifications

• Excellent verbal and written communication
• Strong relationship-building abilities
• Self-motivated with ability to manage own schedule
• Willingness to learn and adapt in a remote setting
• No prior experience required; onboarding provided

Responsibilities

• Host remote discovery calls to evaluate client needs and outline personalized 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 improve skills.

Skills

Verbal communication

Written communication

Relationship building

Self-motivation

Time management

Ethics and accountability

Remote work readiness

Job description

Stratford Davis is seeking a Virtual Sales Associate in San Jose, CA to help families plan their financial future from home. You will connect with clients, assess goals, and present tailored solutions in a fully remote, commission-based role.

No experience is required; onboarding and live coaching are provided. You’ll manage your own schedule, generate leads, and build lasting client relationships while earning uncapped income based on performance.