Remote Client Acquisition Specialist - Financial Planning

Stratford Davis LLC; Houston (TX); Remote; USD 30.000 - 60.000; Vollzeit

Benefits dieser Stelle

Health & Life Coverage

Comprehensive Training

Bonuses & Travel

Flexible remote scheduling

Zusammenfassung

Stratford Davis LLC is seeking an entry-level remote financial advisor who will connect with potential clients and guide them through strategic financial plans. You will benefit from comprehensive training, mentorship, and a flexible schedule, enabling uncapped earning potential.

Join a supportive team that emphasizes integrity, ongoing learning, and long-term client relationships while working entirely from home with 100% commission-based compensation.

Qualifikationen

• Client-focused approach to helping clients secure financial futures.
• Strong communication and listening skills.
• Self-driven with goal orientation and adaptability.
• Excellent organizational skills for remote work.
• No prior experience required; complete training provided.

Aufgaben

• Grow your pipeline through direct outreach and networking.
• Host virtual meetings to assess client goals and plans.
• Build customized financial strategies for clients.
• Maintain relationships with ongoing support.
• Keep learning via workshops and industry updates.
• Work with integrity and uphold ethical standards.

Kenntnisse

Client focus

Communication

Self-drive

Organization

No experience

Remote work

Commission-based

Training provided

Bonuses & travel

Jobbeschreibung

Stratford Davis LLC is seeking an entry-level remote financial advisor who will connect with potential clients and guide them through strategic financial plans. You will benefit from comprehensive training, mentorship, and a flexible schedule, enabling uncapped earning potential.

Join a supportive team that emphasizes integrity, ongoing learning, and long-term client relationships while working entirely from home with 100% commission-based compensation.