Remote Consultative Financial Advisor – 6-Figure Potential

Stratford Davis; Oklahoma; Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Pure commission

Schedule ownership

Direct mentorship

Health & life insurance

Performance travel

Job summary

Stratford Davis is seeking a Virtual Financial Advisor to educate families on protective and growth-oriented financial products in a 100% remote setting. You will drive prospecting, gather client inputs via video, and deliver tailored recommendations on life insurance, IUL, and annuities, while earning through a pure commission model.

Enjoy ownership of your schedule with mentorship from dedicated managers, plus access to health and life insurance options.

Qualifications

• Willingness to learn and educate families on financial products.
• Strong verbal communication and active listening skills.
• Ability to work independently with a daily schedule.

Responsibilities

• Prospect for new business through personal networking and inbound leads.
• Assess client needs via video conference and gather key financial inputs.
• Deliver clear, value-packed financial recommendations.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Nurture account growth through regular satisfaction checks.
• Engage in continuous professional development through online workshops.

Skills

Networking

Communication

Self-management

Prospecting

Job description

Stratford Davis is seeking a Virtual Financial Advisor to educate families on protective and growth-oriented financial products in a 100% remote setting. You will drive prospecting, gather client inputs via video, and deliver tailored recommendations on life insurance, IUL, and annuities, while earning through a pure commission model.

Enjoy ownership of your schedule with mentorship from dedicated managers, plus access to health and life insurance options.