Remote Financial Advisor - High-Earning, Flexible Schedule

Stratford Davis LLC; St. Louis (MO); Remote; USD 70,000 - 150,000; Full time

Benefits offered by this job

Free Training & Tech

Mentorship program

Travel rewards

Job summary

Stratford Davis LLC is seeking ambitious, customer-focused individuals for a virtual advisory role in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

Core duties include meeting with warm leads, assessing goals, presenting options, and managing a CRM-driven pipeline while building lasting client relationships and staying compliant.

Qualifications

• Clear, empathetic verbal and written communication skills.
• Ability to stay organized, focused, and productive while working remotely.

Responsibilities

• Consult Warm Leads: Meet virtually with qualified, pre-screened prospects, no cold calling.
• Assess & Present: Evaluate financial goals and present tailored insurance and annuity options.
• Manage Pipeline: Track interactions and guide clients through the sales process using our CRM.
• Build Relationships: Maintain post-sale contact to drive retention and client referrals.
• Stay Compliant: Keep up-to-date on product offerings and regulatory standards.

Skills

Strong Communicator

Self-Discipline

Coachability

Remote Work

Job description

Stratford Davis LLC is seeking ambitious, customer-focused individuals for a virtual advisory role in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

Core duties include meeting with warm leads, assessing goals, presenting options, and managing a CRM-driven pipeline while building lasting client relationships and staying compliant.