Remote Financial Advisor — High Earnings, Leads Supplied

Stratford Davis LLC

Chicago (IL)

Remote

USD 60,000 - 180,000

Full time

2 days ago
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Benefits offered by this job

Free training & tech
Elite mentorship
Travel rewards

Job summary

Stratford Davis LLC in Chicago is seeking ambitious, customer-focused individuals to start a high-earning career 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 virtually with qualified leads, assessing goals, presenting options, and managing the sales pipeline.

Qualifications

  • Commission-based earning with uncapped six-figure potential.
  • Excellent verbal and written communication skills.
  • Ability to work remotely with discipline and focus.
  • Willingness to learn and apply leadership feedback.
  • Sales or customer service experience is a plus.

Responsibilities

  • Consult warm leads virtually; no cold calling.
  • Assess goals and present tailored life insurance and retirement options.
  • Manage sales pipeline using our CRM.
  • Build and maintain client relationships post-sale.
  • Stay compliant with product offerings and regulations.

Skills

Commission-driven
Strong communicator
Self-discipline
Coachability
Sales or customer service experience
High earning potential
Flexible hours
Lead generation provided
Training & mentorship
Travel rewards awareness

Job description

Stratford Davis LLC in Chicago is seeking ambitious, customer-focused individuals to start a high-earning career 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 virtually with qualified leads, assessing goals, presenting options, and managing the sales pipeline.

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