Stratford Davis
Virtual Sales Associate
Dallas, USOp locatieVastFulltime
Geplaatst 13 okt 2026
Deze baan is geplaatst in het 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.
Rolschets
Type baan
Fulltime
Vereiste vaardigheden
Virtual client consultations (remote discovery calls)Financial needs assessmentPersonalized solution presentationLead generation and prospecting (direct outreach)Digital networkingReferral development and managementClient relationship managementSales closing and conversionVerbal communicationWritten communicationTime and daily task managementProfessional integrity and ethical conductContinuous learning and coachability
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