Virtual Sales Associate

Stratford Davis; San Francisco (CA); Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis is seeking a Virtual Sales Associate to help families plan their financial futures from a fully remote setup in the United States. You will conduct remote consultations, identify client goals, and present tailored life-insurance and annuity solutions.

The role emphasizes flexible scheduling, uncapped commissions, and ongoing mentorship. The position offers comprehensive onboarding and live coaching to new team members, with a focus on building long-term client relationships and

Qualifications

• Excellent verbal and written communication with strong relationship-building skills.
• Self-motivated individuals who manage their own daily tasks and schedule.
• High standards of personal integrity, ethics, and accountability.
• No experience required; structured onboarding and live coaching provided.

Responsibilities

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

Skills

Verbal communication

Written communication

Self-motivation

Ethics and integrity

Job description

San Francisco, United States | Posted on 11/10/2026

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.
  
• 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.