Remote Financial Advisor: Commission-Only, Flexible Coaching

Stratford Davis LLC; Omaha (NE); Remote; USD 30,000 - 70,000; Full time

Benefits offered by this job

Commission-based pay

Flexible schedule

1-on-1 coaching

Health plan option

Incentive travel

Job summary

Stratford Davis LLC in the United States seeks an entry-level, virtual role to help individuals review their financial objectives and present strategic coverage options. You will connect with clients, conduct virtual consultations, and design tailored financial plans with licensing support and mentorship to launch a lucrative practice.

Develop a steady stream of leads, build lasting client relationships, and participate in weekly skill-building sessions to stay compliant.

Qualifications

• Clear, persuasive communicator on phone and video.
• Willingness to learn and onboarding provided.
• Self-motivated with goal-driven mindset.
• Comfort with home-based work and scheduling.

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

Networking

Time management

Self-motivation

Job description

Stratford Davis LLC in the United States seeks an entry-level, virtual role to help individuals review their financial objectives and present strategic coverage options. You will connect with clients, conduct virtual consultations, and design tailored financial plans with licensing support and mentorship to launch a lucrative practice.

Develop a steady stream of leads, build lasting client relationships, and participate in weekly skill-building sessions to stay compliant.