Virtual Sales Associate

Stratford Davis LLC; New York (NY); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Structured onboarding and mentorship

Job summary

Stratford Davis LLC offers a fully remote Virtual Sales Associate position in New York, NY. You will conduct remote consultations, assess client goals, and present tailored financial solutions, including life insurance, IUL, and annuities.

Training is provided with live coaching to support your success, and you’ll build a network through direct outreach and referrals. The role emphasizes flexibility and independence, with commission-only earnings and uncapped upside potential.

Qualifications

• Strong verbal and written communication skills.
• Self-motivated individuals who enjoy flexible schedules.
• High standards of personal integrity and accountability.
• No experience required; onboarding and live coaching provided.
• 100% remote role with flexible hours.

Responsibilities

• Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
• Generate prospective leads through direct outreach and digital networking.
• Nurture ongoing client relationships with continuous support and updates.
• Sell and educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Participate in hands-on workshops, product updates, and mentorship sessions.

Skills

Verbal communication

Written communication

Self-motivation

Ethics and integrity

Time management

Job description

New York, United States |

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.
  
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
  
• 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 flexible 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.
  
• commission‑only Earnings: This is a 100% commission‑only role designed for self‑starters—offering uncapped income potential where your effort directly controls your financial success.
  

Training is provided, with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours rather than a typical 8-to-5 schedule. Compensation is high and commission‑only, with uncapped commissions based on the business you place.