Remote Entry-Level Sales Consultant (Financial Planning)
Stratford Davis LLC
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Benefits offered by this job
Job summary
Stratford Davis LLC is seeking a Remote Entry Level Sales Representative to help individuals and families plan their financial future. You will generate opportunities, conduct virtual consultations, and present tailored financial solutions with a focus on long-term client relationships.
No experience required and comprehensive training are provided. You will work remotely with flexible scheduling, supported by onboarding and mentorship, while advancing through an uncapped commission structure
Qualifications
- Passion for helping people improve their financial well-being.
- Strong communication skills in verbal, written, and interpersonal areas.
- Drive and ambition to succeed in a commission-based, performance-driven environment.
- Ability to manage time and stay organized in a remote setup.
- High integrity and sound ethical decision-making.
Responsibilities
- Identify and generate new business opportunities through outreach and client connections.
- Conduct virtual consultations to assess client financial situations and goals.
- Develop and present tailored strategies aligned with client needs.
- Foster trust and build long-term client relationships with ongoing support.
Skills
Job description
Stratford Davis LLC is seeking a Remote Entry Level Sales Representative to help individuals and families plan their financial future. You will generate opportunities, conduct virtual consultations, and present tailored financial solutions with a focus on long-term client relationships.
No experience required and comprehensive training are provided. You will work remotely with flexible scheduling, supported by onboarding and mentorship, while advancing through an uncapped commission structure
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