Remote Finance Advisor: Uncapped Commissions & Training

Stratford Davis; Austin (TX); Remote; USD 100,000 - 200,000; Full time

Benefits offered by this job

Free training & elite mentorship

Travel rewards

Job summary

Stratford Davis is seeking ambitious, customer-focused individuals to join our virtual advisory team and launch a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

As a remote advisor, you will consult warm leads, assess client goals, and present tailored insurance and retirement options, guiding them through the sales cycle while maintaining

Qualifications

• Commission-based earning with uncapped six-figure potential.
• Clear, empathetic verbal and written communication skills.
• Self-discipline to stay organized and productive while working remotely.
• Willingness to learn and apply feedback.
• Sales or customer service experience is a plus.
• Uncapped commission structure."
• Flexible 3–4 day workweeks.
• Qualified leads provided; spend time advising, not prospecting.
• Free onboarding, tech suite, and elite mentorship at no cost.
• Travel rewards based on performance.

Responsibilities

• Consult warm leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
• Assess & present: Evaluate financial goals and present tailored insurance and annuity options.
• Manage pipeline: Track interactions and guide clients through the sales process using our CRM.
• Build relationships: Maintain post-sale contact to drive retention and client referrals.
• Stay compliant: Keep up-to-date on product offerings and regulatory standards.

Skills

Commission-driven

Strong communicator

Self-disciplined

Coachability

Experience

High earning potential

Flexible hours

Qualified leads provided

Free training & tech

Travel rewards

Job description

Stratford Davis is seeking ambitious, customer-focused individuals to join our virtual advisory team and launch a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

As a remote advisor, you will consult warm leads, assess client goals, and present tailored insurance and retirement options, guiding them through the sales cycle while maintaining