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Stratford Davis LLC in Houston, Texas, seeks goal-oriented individuals to guide clients toward financial security through customized planning solutions. You will reach out to prospective clients via social channels, phone, and networking, and conduct virtual assessment meetings to uncover financial vulnerabilities.
This remote, commission-based role offers mentorship, flexible scheduling, and opportunities to earn six figures within a year, with health plan options and recognition incentives.
Houston, United States
Take charge of your career path with complete daily autonomy. We are seeking goal-oriented individuals to guide clients toward financial security through customized planning solutions. Benefit from an established brand, top-tier tools, and collaborative team support.
Reach out to prospective clients via social channels, phone, and networking.
Conduct virtual assessment meetings to uncover financial vulnerabilities.
Present customized, value-driven strategy recommendations.
Maintain proactive communication to build long-term client confidence.
Complete mandatory compliance and skill enhancement modules.
Strong ethical foundation and personal accountability.
Ability to break down complex concepts into simple, actionable steps.
Entrepreneurial ambition geared toward performance-based compensation.
Organized approach to running an efficient remote operations setup.
Previous experience in sales or client-facing roles is helpful but not required.
Uncapped Commission Structure:Direct payouts tied strictly to production.
Total Workplace Freedom:Flexible scheduling tailored to your life.
Comprehensive Mentorship:Paired with experienced mentors from day one.
Health Plan Access:Options available for medical and life insurance.
Recognition Incentives:Top-producer clubs, bonuses, and destination trips.
Ditch the commute, work 100% remotely, and scale your income into six figures in just 1 year.