Remote Financial Advisor | High Earnings, Flexible

Stratford Davis LLC; Omaha (NE); Remote; USD 30,000 - 60,000; Full time

Benefits offered by this job

100% Performance Pay

Complete Flexibility

1-on-1 Coaching

Benefits Access

Incentive Trips

Job summary

Stratford Davis LLC is seeking an ambitious individual for a virtual entry-level role in Omaha, NE. You will connect with people to review financial objectives and present strategic coverage options, with full onboarding and mentorship provided.

This remote position offers 100% performance pay, flexibility to set your own calendar, and weekly coaching sessions to help you launch a lucrative practice.

Qualifications

• Strong commitment to improving financial well-being for families.
• Clear, persuasive communicator over phone and video.
• Self-starter with high motivation for performance-based income.
• Excellent time management for home-based work; onboarding provided.

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-motivated

Job description

Stratford Davis LLC is seeking an ambitious individual for a virtual entry-level role in Omaha, NE. You will connect with people to review financial objectives and present strategic coverage options, with full onboarding and mentorship provided.

This remote position offers 100% performance pay, flexibility to set your own calendar, and weekly coaching sessions to help you launch a lucrative practice.