Virtual Sales Associate

Stratford Davis LLC; Minneapolis (MN); Remote; USD 30,000 - 90,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Onboarding & coaching

Incentives & travel

Health coverage

Life insurance

Job summary

Stratford Davis LLC is seeking a Virtual Sales Associate to help individuals and families plan their financial future. This 100% remote role lets you conduct remote discovery calls, outline personalized strategies, and guide clients through the decision path.

You will generate leads, manage client relationships, and participate in workshops with live coaching and onboarding. Earnings are commission-based with performance incentives.

Qualifications

• Strong verbal and written communication skills.
• Self-motivated with ability to manage your own daily tasks.
• High standards of personal integrity, ethics, and accountability.
• No experience necessary; onboarding and live coaching provided.

Responsibilities

• Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
• Generate prospective leads through direct outreach, digital networking, and referral systems.
• Nurture ongoing client relationships by offering continuous support and regular updates.
• Participate in hands-on workshops, product updates, and mentorship sessions to hone your skills.

Job description

Minneapolis, United States | Posted on 10/13/2026

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.