Remote Client Financial Advisor | Flexible Hours, Uncapped Commission

Stratford Davis; Omaha (NE); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Comprehensive Training & Mentorship

Uncapped Commission

Fully Remote Work

Flexible Schedule

Elite Brand

Job summary

Stratford Davis is seeking a Client Sales Associate to help clients navigate financial decisions with personalized guidance. The role emphasizes relationship-driven support, ongoing mentorship, and flexible, remote work options.

You will build your client base, conduct consultations, and design tailored strategies around life insurance, IUL and annuities while staying informed on industry trends and regulatory updates. An entrepreneurial mindset and strong ethics are essential.

Qualifications

• Strong communication, interpersonal and presentation skills are required.
• Experience in sales or client-facing roles is a plus.
• Ability to work independently and manage a sales pipeline.

Responsibilities

• Build and expand client base through networking and outreach.
• Conduct consultative discussions to assess client needs and goals.
• Design and present customized financial strategies.
• Educate clients on Life Insurance, IUL and Annuities.
• Maintain long-term relationships with ongoing support.

Skills

Sales experience

Finance knowledge

Communication

Presentation skills

Self-motivated

Job description

Stratford Davis is seeking a Client Sales Associate to help clients navigate financial decisions with personalized guidance. The role emphasizes relationship-driven support, ongoing mentorship, and flexible, remote work options.

You will build your client base, conduct consultations, and design tailored strategies around life insurance, IUL and annuities while staying informed on industry trends and regulatory updates. An entrepreneurial mindset and strong ethics are essential.