Virtual Sales Associate

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

Atlanta, United States | Posted on 10/11/2026

Help Families Plan Their Future on Your Own Terms.

Step into a high-growth, remote role where you can build a meaningful career helping individuals and families achieve long-term financial security. As a Virtual Sales Associate, you will connect directly with clients, assess their unique goals, and present tailored solutions to guide their financial journey.

What You'll Do

• 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.

What We Looking For

• Strong verbal and written communication skills with a knack for relationship-building.
• Self-motivated individuals who enjoy set schedules and managing their own daily tasks.
• High standards of personal integrity, ethics, and accountability.
• No experience necessary, we provide structured onboarding and live coaching for all new team members.
• 100% Remote: Freedom to work from your home office with a flexible schedule.
• Full Training & Mentorship: One-on-one coaching and structured developmental resources.
• Incentives & Travel: Eligibility for financial bonuses, merit recognition, and top-performer trips.
• Health & Wellness Access: Options for medical, dental, and vision coverage, plus life insurance benefits.
• Commission-Based Earnings: This is a 100% commission-based role designed for self-starters-offering uncapped income potential where your effort directly controls your financial success.