Remote Client Financial Advisor — Uncapped Commission

Stratford Davis; Orlando (FL); Remote; USD 60,000 - 130,000; Full time

Job summary

Stratford Davis is seeking a motivated Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support. This fully remote role offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path.

You will build your client base through networking and proactive outreach, present customized financial strategies, and work in a results-driven, commission-based environment with no income ceiling.

Qualifications

• Excellent communication and relationship-building abilities.
• Comfort with presenting financial concepts to clients.
• Motivated by results in a fast-paced, commission-based environment.

Responsibilities

• Build and expand your client base through networking, referrals, and proactive outreach.
• Conduct thorough consultations to evaluate clients’ financial needs, goals, and current situations.
• Design and present customized financial strategies aligned with client objectives.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Maintain strong, long-term relationships by delivering ongoing support and guidance.
• Stay informed on industry developments, market trends, and regulatory updates.

Skills

Strong communication

Interpersonal skills

Presentation skills

Self-driven

Job description

Stratford Davis is seeking a motivated Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support. This fully remote role offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path.

You will build your client base through networking and proactive outreach, present customized financial strategies, and work in a results-driven, commission-based environment with no income ceiling.