Remote Financial Advisor (Entry-Level) with Mentorship

Stratford Davis LLC; New Jersey; A distancia; USD 90.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health exchange plans

Life coverage

Incentive trips

1-on-1 coaching

Descripción de la vacante

Stratford Davis LLC is offering a virtual entry-level opportunity to help clients review financial objectives and present strategic coverage options. You will connect with individuals, conduct remote consultations, and design tailored financial plans, with mentorship and onboarding provided.

Direct commission structure offers uncapped earning potential, and you can set a flexible schedule from anywhere. Prior finance experience is not required, making this a reachable entry point into a

Formación

• No prior finance background required; full onboarding provided.
• Clear, persuasive communication over phone and video.
• Highly disciplined self-starter with performance-driven income.
• Excellent time-management skills for home-based work.

Responsabilidades

• 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.

Conocimientos

Communication

Self-motivation

Time management

Remote work readiness

Descripción del empleo

Stratford Davis LLC is offering a virtual entry-level opportunity to help clients review financial objectives and present strategic coverage options. You will connect with individuals, conduct remote consultations, and design tailored financial plans, with mentorship and onboarding provided.

Direct commission structure offers uncapped earning potential, and you can set a flexible schedule from anywhere. Prior finance experience is not required, making this a reachable entry point into a