Stratford Davis
Virtual Sales Associate
Oklahoma City, USPresencialPermanenteTiempo completo
Publicado 8 oct 2026
Este empleo está publicado en EN
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
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.
- 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.
Resumen del puesto
Tipo de empleo
Tiempo completo
Habilidades requeridas
Virtual consultations (remote discovery calls)Lead generationDirect outreach (cold calling/email prospecting)Digital networking (social selling and online outreach)Referral system development and managementClient relationship management and nurturingNeeds assessment (evaluating client financial goals)Solution selling and presenting tailored financial strategiesVerbal communicationWritten communicationSelf-management and schedule adherenceCoachability and continuous learningEthics, integrity, and accountabilityPerformance-driven commission sales (motivation to meet targets)
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