Financial Services Advisor: Uncapped Pay & Flexible Hours

Stratford Davis LLC

Texas

Remote

USD 70,000 - 200,000

Full time

2 days ago
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Benefits offered by this job

Free training & mentorship
Travel rewards
Flexible 3–4 day workweek

Job summary

Stratford Davis LLC is seeking ambitious, customer-focused individuals for a high-earning, remote advisory role in financial services. You will meet with qualified prospects virtually, assess their goals, and present tailored life insurance and retirement options.

Expect an uncapped commission structure with six-figure potential, supported by free training and elite mentorship. Work remotely with a 3–4 day workweek, using our CRM to manage the sales pipeline and stay compliant with regulations.

Qualifications

  • Commission-based role with uncapped earnings potential.
  • Clear, empathetic verbal and written communication skills.
  • Self-disciplined and productive while working remotely.
  • Willingness to learn and apply leadership feedback.
  • Sales or customer service background is a plus.
  • High earning potential with six-figure capability.
  • Flexible 3–4 day workweek structure.
  • Qualified leads provided; minimal prospecting.
  • Free training, technology, and elite mentorship at no cost.
  • Travel rewards based on performance.

Responsibilities

  • Consult warm leads virtually; no cold calling.
  • Assess client goals and present tailored insurance and retirement options.
  • Manage pipeline using CRM and guide clients through sales stages.
  • Build relationships to drive retention and referrals.
  • Stay compliant with product offerings and regulatory standards.

Skills

Commission-based sales
Strong communication
Self-discipline
Coachability
CRM proficiency
Remote work readiness
Travel incentives

Tools

CRM software

Job description

Stratford Davis LLC is seeking ambitious, customer-focused individuals for a high-earning, remote advisory role in financial services. You will meet with qualified prospects virtually, assess their goals, and present tailored life insurance and retirement options.

Expect an uncapped commission structure with six-figure potential, supported by free training and elite mentorship. Work remotely with a 3–4 day workweek, using our CRM to manage the sales pipeline and stay compliant with regulations.

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