Remote Financial Advisor — High-Earning, Flexible & Mentored

Stratford Davis LLC

Texas

Remoto

USD 40.000 - 90.000

Tempo pieno

3 giorni fa

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Vantaggi offerti da questo lavoro

1-on-1 Coaching

Health coverage options

Incentive travel benefits

Flexible schedule

Descrizione del lavoro

Stratford Davis LLC is hiring for a virtual entry-level role focused on helping individuals review financial objectives and present strategic coverage options. You will receive onboarding, mentorship, and direct coaching while building a lucrative practice.

Expect a 100% performance pay structure with no earning ceiling, the ability to set your own calendar, and the option to access health coverage plans. No finance background required—comprehensive onboarding provided.

Competenze

Strong ability to generate prospective leads and build a pipeline.
Conduct virtual consultations to assess client financial profiles and goals.
Design tailored financial plans and product packages.
Maintain long-term client relationships with regular follow-ups.
Commit to ongoing skill-building and compliance training.

Mansioni

Develop a steady stream of prospective leads through 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.