Virtual Sales Associate

Stratford Davis LLC

Indianapolis (IN)

Remote

USD 30,000 - 80,000

Full time

2 days ago
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Benefits offered by this job

Remote work
Bonuses and top-performer trips
Structured onboarding and live coachin

Job summary

Stratford Davis LLC is hiring a Virtual Sales Associate for a 100% remote role in the United States. You will conduct virtual consultations, identify client goals, and present tailored financial solutions.

The position emphasizes developing new business, maintaining client relationships, and ongoing learning through workshops and mentorship. Ideal candidates are strong communicators with self-motivation and integrity.

Qualifications

  • 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; 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

Verbal communication
Written communication
Relationship building
Self-motivation
Time management

Tools

CRM software

Job description

Indianapolis, 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.
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