Remote Client Acquisition Specialist — 100% Commission

Stratford Davis LLC; Nashville (TN); À distance; USD 35 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health & Life Coverage

Bonuses & Travel

Résumé du poste

Stratford Davis LLC is seeking an entry-level, fully remote Financial Planning Specialist in the United States. You will connect with potential clients, walk them through strategic financial plans, and deliver personalized strategies from anywhere with flexible scheduling and unlimited earning potential.

You will receive hands-on training, mentorship, and team support to build a sustainable career in financial planning. Comprehensive onboarding ensures you can start contributing quickly.

Qualifications

• Genuine desire to help individuals and families improve financially.
• Clear communication and active listening.
• Self-driven with a goal-oriented mindset.
• Strong time management and organizational skills for remote work.
• No experience required; full training provided.

Responsabilités

• Grow Your Pipeline: Connect with prospective clients via direct outreach and networking.
• Host Virtual Meetings: Assess client financial situations and long-term goals online.
• Build Custom Strategies: Present personalized financial plans tailored to client needs.
• Maintain Relationships: Provide ongoing support to build long-term trust.
• Keep Learning: Stay current on industry trends and compliance through workshops.
• Work with Integrity: Maintain high ethical and professional standards.

Connaissances

Client-focused

Communication

Self-motivation

Organization

Remote work

Description du poste

Stratford Davis LLC is seeking an entry-level, fully remote Financial Planning Specialist in the United States. You will connect with potential clients, walk them through strategic financial plans, and deliver personalized strategies from anywhere with flexible scheduling and unlimited earning potential.

You will receive hands-on training, mentorship, and team support to build a sustainable career in financial planning. Comprehensive onboarding ensures you can start contributing quickly.