Remote Financial Advisor (Commission-Based)

Stratford Davis LLC; Des Moines (IA); Remote; USD 17,000 - 78,000; Full time

Benefits offered by this job

Remote work

Performance incentives

Annual travel opportunities

Full onboarding & coaching

Health & wellness options

Job summary

Stratford Davis LLC is seeking a Virtual Sales Associate in Des Moines, IA. You will host remote consultations, assess client goals, and present tailored financial solutions to help families plan their future on their own terms.

The role emphasizes 100% remote work with flexible scheduling, comprehensive onboarding, ongoing coaching, and opportunities for incentives and travel based on performance.

Qualifications

• Excellent verbal and written communication.
• Self-motivated with ability to manage daily tasks.
• High standards of integrity and accountability.
• No experience required; onboarding and coaching provided.
• 100% remote with flexible schedule.

Responsibilities

• Conduct remote discovery calls to assess client needs and outline personalized strategies.
• Generate prospective leads through direct outreach, digital networking, and referrals.
• Nurture ongoing client relationships with proactive support and updates.
• Participate in hands-on workshops, product updates, and mentorship sessions to improve skills.

Skills

Communication

Self-motivation

Integrity

Remote work

Commission-based earnings

Job description

Stratford Davis LLC is seeking a Virtual Sales Associate in Des Moines, IA. You will host remote consultations, assess client goals, and present tailored financial solutions to help families plan their future on their own terms.

The role emphasizes 100% remote work with flexible scheduling, comprehensive onboarding, ongoing coaching, and opportunities for incentives and travel based on performance.