Virtual Sales Associate

Stratford Davis; Cincinnati (OH); Remote; USD 30,000 - 60,000; Full time

Benefits offered by this job

Flexible schedule

100% remote

Paid onboarding and mentorship

Health benefits

Job summary

Stratford Davis LLC is seeking a Virtual Sales Associate to help families plan their financial future from a remote home office. You will conduct virtual consultations, build relationships with clients, and guide them through personalized financial strategies.

No prior experience is required as we provide structured onboarding and live coaching. The role offers flexible scheduling, full training, and incentives including potential travel rewards and performance-based bonuses.

Qualifications

• Strong verbal and written communication skills essential.
• Self-motivated with ability to manage own daily tasks.
• High integrity, ethics, and accountability are required.

Responsibilities

• Host remote discovery calls to assess client needs and outline tailored financial strategies.
• Generate prospective leads through direct outreach, digital networking, and referrals.
• Nurture ongoing client relationships with regular updates and support.
• Participate in hands-on workshops, product updates, and mentorship sessions to improve skills.

Skills

Strong verbal and written comms

Relationship building

Job description

Cincinnati, United States | Posted on 10/29/2026

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.