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Stratford Davis

Stratford Davis

Remote Consultative Sales Specialist

Boston, USOn-siteContractFull-time

Posted Aug 24, 2026

About the Role

Build a scalable remote practice on your own terms. As a Virtual Financial Advisor, you will educate families on protective and growth-oriented financial products. You bring the drive; we supply the training, scripts, and administrative infrastructure.

Key Responsibilities

  • Prospect for new business through personal networking and inbound leads.

  • Assess client needs via video conference and gather key financial inputs.

  • Deliver clear, value-packed financial recommendations.

  • Nurture account growth through regular satisfaction checks.

  • Engage in continuous professional development through online workshops.

What You Bring

  • Authentic desire to empower everyday people financially.

  • Confident communication style with strong listening capabilities.

  • Motivated by goal-oriented, commission-only earning models.

  • Self-managed work habits suited to an independent daily schedule.

  • Open to candidates from all professional backgrounds.

Benefits & Compensation

  • Pure Commission Model: Earnings directly proportional to sales closed.

  • Schedule Ownership: Freedom to balance professional and personal commitments.

  • Direct Mentorship: Daily access to dedicated team managers.

  • Health & Life Insurance: Access to healthcare marketplaces and life policies.

  • Performance Travel: Opportunities to earn fully funded national trips.

Your Path to $100K+ Starts Right Here

Enjoy 100% remote flexibility, absolute schedule freedom, and unlimited income upside. Drive your effort toward a 6-figure income in 12 months—click Apply to launch your new career!


Role snapshot

Job type

Full-time

Required skills

Prospecting & Lead Generation (personal networking and inbound leads)Financial Needs Assessment (gathering key financial inputs)Consultative Sales & Recommendation DeliveryClient Relationship Management & Account GrowthSales Closing & NegotiationVideo Conferencing & Remote Client MeetingsCommunication & Active ListeningSelf-Management & Time Management (independent schedule ownership)Commission-Based Sales Motivation & Goal OrientationCoachability & Receptiveness to Mentorship/FeedbackProduct Knowledge: Protective and Growth-Oriented Financial ProductsAdherence to Sales Scripts, Processes & Administrative Systems (CRM/data entry)Continuous Professional Development & Online Learning

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Remote Consultative Sales Specialist at Stratford Davis in Boston | Scovai | Scovai