Remote Financial Advisor: Leads Provided, Flexible Hours

Stratford Davis LLC; Kansas; Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Free training & tech

Travel rewards

Flexible schedule

Job summary

Stratford Davis LLC is seeking ambitious individuals for a virtual advisory role in financial services. You will mold the client’s futures with customized life insurance and retirement plans, while leveraging mentorship and modern software.

This remote position offers a high-earning potential and flexible weekly cadence. You will consult warm leads, assess goals, present options, manage pipeline, and build lasting client relationships, all under compliant practice and with elite mentorship

Qualifications

• Commission-Driven: High motivation to excel in an uncapped, performance-based earnings.
• .,

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

Sales experience

Communication skills

Remote work capability

Time management

Coachability

Ambition/high earning potential

Tools

CRM software

Job description

Stratford Davis LLC is seeking ambitious individuals for a virtual advisory role in financial services. You will mold the client’s futures with customized life insurance and retirement plans, while leveraging mentorship and modern software.

This remote position offers a high-earning potential and flexible weekly cadence. You will consult warm leads, assess goals, present options, manage pipeline, and build lasting client relationships, all under compliant practice and with elite mentorship