Remote Commission-Only Financial Advisor

Stratford Davis; Town of Newark (WI); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Remote work

Mentorship

Training program

Uncapped commissions

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 features flexible hours, an uncapped commission structure, and comprehensive training with ongoing mentorship to accelerate your success.

Ideal candidates are self-driven, have strong communication and presentation skills, and can work independently while building long-term client relationships.

Qualifications

• Strong communication and presentation skills.
• Self-driven with results focus.
• Flexible schedule and ability to build a business.
• Comprehensive training and ongoing mentorship.
• Uncapped commission with performance-based income.
• Experience in sales or finance is a plus but not required.

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.
• Operate with professionalism, integrity, and adherence to ethical business practices.

Skills

Networking

Consultations

Sales

Communication

Entrepreneurial mindset

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 features flexible hours, an uncapped commission structure, and comprehensive training with ongoing mentorship to accelerate your success.

Ideal candidates are self-driven, have strong communication and presentation skills, and can work independently while building long-term client relationships.