Virtual Sales Associate

Stratford Davis LLC; San Jose (CA); Remote; USD 20,000 - 60,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Bonuses and trips

Health insurance

Job summary

Stratford Davis LLC in San Jose, CA is seeking a Virtual Sales Associate to help families plan their future from a remote setting. You will connect with clients, assess goals, and present tailored financial solutions to guide their journey.

No experience is required as we provide structured onboarding and live coaching. This 100% commission role offers flexible schedules, remote work from home, and opportunities for bonuses and elite trips based on performance.

Qualifications

• Excellent verbal and written communication skills.
• Self-motivated with ability to manage daily tasks.
• Strong ethics and personal integrity.
• No prior sales experience required; onboarding provided.

Responsibilities

• Host remote discovery calls to assess client needs and outline personalized financial strategies.
• Generate prospective leads through outreach, digital networking, and referrals.
• Nurture ongoing client relationships with ongoing support and updates.
• Participate in hands-on workshops and product updates to stay current.

Skills

Communication

Self-motivation

Accountability

Learning mindset

Job description

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

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.