Virtual Sales Associate

Stratford Davis LLC; Indianapolis (IN); Remote; USD 45,000 - 120,000; Full time

Benefits offered by this job

Remote work

Onboarding & mentorship

Health coverage

Uncapped commissions

Travel incentives

Job summary

Stratford Davis LLC is seeking a Virtual Sales Associate to help families plan their future from a remote home office. You will conduct virtual consultations, identify client goals, and present personalized financial strategies to drive outcomes.

No prior experience is required as onboarding and live coaching are provided. The role offers flexible scheduling, ongoing mentorship, and incentives including travel opportunities and performance-based bonuses.

Qualifications

• Excellent verbal and written communication skills.
• Able to work independently with a flexible schedule.
• No prior experience required; onboarding provided.
• 100% remote role with home-office setup.
• Commission-based earnings with uncapped income potential.
• Health, dental, and vision coverage; life insurance benefits.
• Structured mentorship and training program.

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

Communication skills

Relationship-building

Self-motivated

Integrity

Remote work mindset

Job description

Indianapolis, United States | Posted on 11/04/2026

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.