Remote Consultative Financial Advisor – Flexible Schedule

Stratford Davis LLC; Indianapolis (IN); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Remote work

Mentorship

Health Insurance

Life Insurance

Travel opportunities

Job summary

Stratford Davis LLC in Indianapolis, IN, is seeking a Virtual Financial Advisor for a 100% remote role. You will educate families on protective and growth-oriented financial products, using training, scripts, and admin support provided by the team.

Earn commission-only income with flexibility to manage your schedule. The position offers daily mentorship and opportunities to develop through online workshops and continuous learning.

Qualifications

• Authentic desire to empower everyday people financially.
• Confident communication style with strong listening capabilities.
• Motivated by goal-oriented, commission-only earning models.
• Self-managed work habits suited to an independent daily schedule.
• Open to candidates from all professional backgrounds.

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.
• Nurture account growth through regular satisfaction checks.
• Engage in continuous professional development through online workshops.

Skills

Communication skills

Sales mindset

Networking

Remote work discipline

Active listening

Job description

Stratford Davis LLC in Indianapolis, IN, is seeking a Virtual Financial Advisor for a 100% remote role. You will educate families on protective and growth-oriented financial products, using training, scripts, and admin support provided by the team.

Earn commission-only income with flexibility to manage your schedule. The position offers daily mentorship and opportunities to develop through online workshops and continuous learning.