Stratford Davis
Virtual Sales Associate
Charlotte, USNa miejscuStałaPełny etat
Opublikowano 8 paź 2026
To stanowisko jest opublikowane w języku 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.
Przegląd stanowiska
Typ stanowiska
Pełny etat
Wymagane umiejętności
Virtual consultative selling (host remote discovery calls and present solutions)Client needs assessment and financial goal evaluationVerbal communication and relationship-buildingWritten communication for client outreach and follow-upLead generation and outbound prospectingDigital networking and social sellingClient relationship management and ongoing client nurturingReferral program use and referral sourcingSelf-management, schedule adherence, and time managementLearning agility and coachability (participate in training/mentorship)Ethics, integrity, and professional accountabilityUse of virtual meeting and collaboration tools for remote work
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