Virtual Sales Associate

Stratford Davis LLC; Providence (RI); Remote; USD 35,000 - 90,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Training & mentorship

Health insurance options

Travel incentives

Life insurance

Job summary

Stratford Davis LLC in Providence, Rhode Island is seeking a Virtual Sales Associate to help families plan their futures from home. This 100% remote role offers flexible scheduling and a structured onboarding program to get you started quickly.

You will host remote consultations, generate leads, and manage ongoing client relationships while benefiting from training and mentorship to grow your skills and career in financial planning.

Qualifications

• Strong verbal and written communication skills.
• Self-motivated individuals who manage their own daily tasks.
• High standards of personal integrity, ethics, and accountability.
• No experience required; structured onboarding provided.
• 100% remote with flexible schedule.
• Full training and mentorship provided.
• Incentives and travel opportunities.
• Health and wellness coverage options.

Responsibilities

• Virtual Consultations: Host remote discovery calls to assess client needs and outline personalized strategies.
• Business Development: Generate leads through outreach, digital networking, and referrals.
• Client Management: Nurture client relationships with ongoing support and updates.
• Continuous Learning: Participate in workshops and product updates to sharpen skills.

Skills

Communication

Self-motivated

Integrity

Job description

Providence, 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.