Remote Financial Advisor - Commission-Driven, Flexible

Stratford Davis LLC; San Diego (CA); Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health exchange plans

Life coverage

Incentive trips

One-on-one coaching

Flexible schedule

Work from home

Job summary

Stratford Davis LLC is seeking an entry-level, fully remote professional to engage individuals, review financial objectives, and present strategic coverage options. You will receive licensing support, mentorship, and a complete onboarding package to launch a lucrative practice.

The role emphasizes direct prospecting, virtual consultations, and tailored financial plans, with ongoing coaching and annual reviews to build long-term client relationships.

Qualifications

• Clear, persuasive communicator over phone and video platforms.
• No finance background required—full onboarding provided.
• Highly disciplined self-starter motivated by performance-driven income.
• Exceptional time-management abilities for home-based work.

Responsibilities

• Develop a steady stream of prospective leads through direct 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 regular follow-ups and annual reviews.
• Participate in weekly skill-building sessions to stay compliant and sharp.

Skills

Communication

Self-motivation

Time management

Remote work

Persuasive selling

Tools

Video conferencing

Job description

Stratford Davis LLC is seeking an entry-level, fully remote professional to engage individuals, review financial objectives, and present strategic coverage options. You will receive licensing support, mentorship, and a complete onboarding package to launch a lucrative practice.

The role emphasizes direct prospecting, virtual consultations, and tailored financial plans, with ongoing coaching and annual reviews to build long-term client relationships.