Remote Financial Advisor | Performance Pay & Flexible Hours

Stratford Davis LLC; Tampa (FL); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

100% Commission

Set your own calendar

1-on-1 Coaching

Benefits Access

Job summary

Stratford Davis LLC in the United States is seeking an entry-level, fully remote role where you will connect with individuals to review their financial objectives and present strategic coverage options. The company provides licensing support, mentorship, and a path to a lucrative practice from home.

You'll earn on performance with no earning ceiling, set your own schedule, and access 1-on-1 coaching while building a stable six-figure potential through commissioned income and annual incentive

Qualifications

• Excellent communication skills via phone and video.
• Strong self-discipline and ability to manage time effectively.
• Willingness to learn and follow onboarding.
• No prior finance background required.

Responsibilities

• Develop leads through networking and social channels.
• Conduct virtual consultations to review financial objectives.
• Design and present tailored financial plans and product packages.
• Maintain client relationships with follow-ups and annual reviews.
• Participate in weekly skill-building sessions to stay compliant.

Skills

Communication skills

Self-motivation

Time management

Remote work

Job description

Stratford Davis LLC in the United States is seeking an entry-level, fully remote role where you will connect with individuals to review their financial objectives and present strategic coverage options. The company provides licensing support, mentorship, and a path to a lucrative practice from home.

You'll earn on performance with no earning ceiling, set your own schedule, and access 1-on-1 coaching while building a stable six-figure potential through commissioned income and annual incentive