Virtual Sales Associate

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

Benefits offered by this job

Health & Wellness Access

Life Insurance

Flexible Schedule

Remote Work

Bonuses & Travel

Job summary

Stratford Davis LLC is seeking a Virtual Sales Associate to help families plan their financial futures from a remote home office. You will conduct virtual consultations, drive business development, and manage client relationships with ongoing support.

No previous experience is required as we provide structured onboarding and live coaching to help you succeed in a fully remote, flexible environment with incentives and travel opportunities.

Qualifications

• No degree required; onboarding provided.
• Strong verbal and written communication skills.
• Ability to manage own schedule and drive results.

Responsibilities

• Conduct virtual consultations to assess client needs and outline financial strategies.
• Generate prospective leads through direct outreach and referrals.
• Nurture client relationships with ongoing support and updates.
• Engage in ongoing learning through workshops and product updates.

Skills

Communication

Lead generation

Time management

Self-motivation

Job description

San Jose, United States | Posted on 11/04/2026

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.