Stratford Davis
Entry Level Sales Associate (Home-Based)
Charlotte, USOn-siteContractFull-time
Posted Sep 20, 2026
Work From Anywhere. Own Your Results.
Ditch the office commute and join a forward-thinking team dedicated to making financial security accessible for everyone. As a Remote Entry Level Sales Associate, you’ll learn the ropes of financial sales, manage client accounts, and scale your personal brand from the comfort of home.
What You’ll Do
Ditch the office commute and join a forward-thinking team dedicated to making financial security accessible for everyone. As a Remote Entry Level Sales Associate, you’ll learn the ropes of financial sales, manage client accounts, and scale your personal brand from the comfort of home.
What You’ll Do
- Drive growth by connecting with everyday families across the region through digital channels.
- Lead virtual consultations, uncovering goals and delivering smart, tailored financial plans.
- Stay connected with your clients over time to update plans as their life goals evolve.
- Level up your skills daily through team huddles, workshops, and 1-on-1 coaching.
- Strong digital communication skills and comfort on video calls.
- A growth-oriented mindset, you see challenges as learning opportunities.
- Self-discipline to thrive in an independent, work-from-home environment.
- Motivation to build a business where your income reflects your ambition.
- Lifestyle Freedom: Complete control over when and where you work.
- Turnkey Training System: No experience required—our mentorship pipeline turns beginners into pros.
- Incentive Perks: Life insurance options, health benefits access, and elite travel rewards.
- Uncapped Earning Potential: Positioned as a commission-based role, you get to skip the wage cap and earn directly based on the value you create, giving you absolute freedom over your financial upside.
Role snapshot
Job type
Full-time
Required skills
Digital communication (video conferencing)Consultative selling / virtual sales consultationsClient account managementFinancial needs assessment and tailored financial planningClient relationship management and retentionRemote work self-management and self-disciplinePersonal branding and online presence buildingDigital prospecting and lead generation via digital channelsGrowth mindset and continuous learningEntrepreneurial mindset and self-motivation (commission-driven)Time management and scheduling for a flexible/work-from-anywhere roleTeam collaboration in remote settings and coachability
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