Virtual Sales Associate

Stratford Davis LLC; Portland (OR); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health & Wellness benefits

Mentorship program

Top performer trips

Remote work option

Job summary

Stratford Davis LLC in the United States is seeking a Virtual Sales Associate to help families plan their financial futures from home. You will connect with clients, assess goals, and present tailored solutions in a 100% remote role.

No prior experience is required as the company provides structured onboarding and live coaching, with incentives and travel opportunities for top performers. A flexible schedule and ongoing mentorship are offered.

Qualifications

• Excellent verbal and written communication skills.
• Self-motivated with ability to manage own schedule.
• Demonstrates high integrity, ethics, and accountability.
• No prior experience required; onboarding and coaching provided.

Responsibilities

• Conduct virtual consultations to assess client needs and tailor financial plans.
• Develop new business through outreach, networking, and referrals.
• Manage ongoing client relationships with regular updates and support.
• Participate in hands-on training, product updates, and mentorship sessions.

Skills

Verbal & written communication

Self-motivated

Integrity & ethics

No experience required

Job description

Portland, 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.