Stratford Davis
Remote Solutions Sales Associate
Dallas, USOn-sitePermanentFull-time
Posted Oct 29, 2026
Empower Clients and Master Your Career Path.
If you are an ambitious professional looking for a position that rewards your hard work, join us as a Remote Solutions Sales Associate. You will work with clients to understand their financial challenges and deliver strategic, personalized solutions that set them up for long-term security.
Key Accountabilities
If you are an ambitious professional looking for a position that rewards your hard work, join us as a Remote Solutions Sales Associate. You will work with clients to understand their financial challenges and deliver strategic, personalized solutions that set them up for long-term security.
Key Accountabilities
- Strategic Presentations: Create and present customized financial plans during online discovery meetings.
- Pipeline Generation: Build and expand your client base via proactive outreach, digital marketing, and warm introductions.
- Long-Term Care: Act as a reliable point of contact, offering client support and periodic plan reviews over time.
- Industry Expertise: Keep up-to-date with financial trends, product offerings, and compliance regulations through weekly training.
- Empathetic listener who enjoys helping people solve complex, everyday challenges.
- Disciplined self-starter who thrives when given ownership over their daily workload.
- Uncompromising commitment to professional ethics and ethical decision-making.
- Openness to coaching, regular feedback, and personal growth.
- Location Independence: Operate completely from home anywhere with high-speed internet access.
- Structured Mentorship: Dedicated guidance from experienced industry leaders from day one.
- Rewards & Benefits: Life coverage options, health plan access, and performance-based reward programs.
- Uncapped Commission Compensation: Designed as a performance-driven, 100% commission-based role, this position puts your income potential entirely in your hands, giving you the ability to earn without limits.
Role snapshot
Job type
Full-time
Required skills
Financial Needs AnalysisPersonalized Financial Plan DevelopmentStrategic Presentation SkillsVirtual Client CommunicationProspecting and OutreachDigital MarketingReferral NetworkingClient Relationship ManagementClient Support and Follow-UpFinancial Product KnowledgeFinancial Compliance AwarenessActive Listening and EmpathySelf-Management and Workload OwnershipProfessional Ethics and Decision-MakingCoachability and Feedback Application
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