Remote Financial Advisor: 100% Commission & Flexible Schedule

Stratford Davis LLC; Houston (TX); Remote; USD 100,000 - 150,000; Full time

Benefits offered by this job

Benefits access to health exchange

Life coverage

Incentive trips

1-on-1 coaching

Complete flexibility

Job summary

Stratford Davis LLC seeks an entry-level, fully remote role focused on helping clients review financial objectives and present coverage options. You will receive mentorship, onboarding, and licensing support to launch a lucrative practice.

Expect performance-based earnings with direct commission and no earning ceiling, set your own schedule, and access optional health plans. Training and weekly coaching are provided.

Qualifications

• No finance background required; onboarding provided.
• Clear, persuasive communicator via phone/video.
• Self-starter with disciplined time management.
• Must be comfortable working remotely and hitting targets.

Responsibilities

• Develop a steady stream of prospective leads through networking and social channels.
• Conduct virtual consultations to analyze client financial profiles and goals.
• Design and present tailored financial plans and product packages.
• Build enduring client relationships through follow-ups and annual reviews.
• Participate in weekly skill-building sessions to stay compliant and sharp.

Skills

Communication skills

Self-motivation

Time management

Job description

Stratford Davis LLC seeks an entry-level, fully remote role focused on helping clients review financial objectives and present coverage options. You will receive mentorship, onboarding, and licensing support to launch a lucrative practice.

Expect performance-based earnings with direct commission and no earning ceiling, set your own schedule, and access optional health plans. Training and weekly coaching are provided.