Remote Financial Advisor: High Commission, Flexible Hours

Stratford Davis LLC; Portland (ME); Remoto; USD 40.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Direct commission pay

Flexible schedule

1-on-1 coaching

Health and life coverage access

Annual incentive trips

Descrizione del lavoro

Stratford Davis LLC offers a fully remote sales role from Portland, ME, focused on helping families improve their financial well-being. You will generate leads through networking and social platforms, then conduct virtual consultations to analyze client goals and financial profiles.

You will design tailored financial plans, present product packages, and maintain client relationships with regular follow-ups and annual reviews. Weekly coaching supports compliance and growth.

Competenze

• Ability to build client relationships and conduct virtual consultations.
• No finance background required; onboarding provided.
• Strong time-management for home-based work.

Mansioni

• Generate 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.
• Attend weekly skill-building sessions to stay compliant and sharp.

Conoscenze

Lead generation

Communication

Self-motivation

Time management

Remote work

Descrizione del lavoro

Stratford Davis LLC offers a fully remote sales role from Portland, ME, focused on helping families improve their financial well-being. You will generate leads through networking and social platforms, then conduct virtual consultations to analyze client goals and financial profiles.

You will design tailored financial plans, present product packages, and maintain client relationships with regular follow-ups and annual reviews. Weekly coaching supports compliance and growth.