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Stratford Davis LLC in San Antonio seeks goal-oriented individuals to guide clients toward financial security through customized planning solutions. This remote, performance-based role offers complete autonomy and uncapped commissions within a mentorship-focused environment.
You will reach out via social channels, conduct virtual assessments, present strategy recommendations, and maintain proactive client relationships while complying with required training.
San Antonio, United States | Posted on 11/02/2026
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.
Ditch the commute, work 100% remotely, and scale your income into six figures in just 1 year.