Remote Financial Advisor – Six-Figure Potential

Stratford Davis LLC; Seattle (WA); Remote; USD 80,000 - 150,000; Full time

Benefits offered by this job

Health exchange plans

Life coverage

Incentive trips

1-on-1 coaching

Job summary

Stratford Davis LLC is hiring for a virtual entry-level role in the United States. You will connect with individuals to review financial objectives and present strategic coverage options. The company provides licensing support, mentorship, and all systems to launch a lucrative practice.

100% performance pay with direct commissions, flexible scheduling, and 1-on-1 coaching are offered. Benefits access to health exchange plans and life coverage may be available.

Qualifications

• Excellent communication skills for phone and video calls.
• Self-motivated with strong time management and discipline.
• No finance background required; full onboarding provided.

Responsibilities

• Develop a steady stream of prospective leads through networking and social channels.
• Conduct virtual consultations to review client financial profiles and goals.
• Design and present tailored financial plans and product packages.
• Build lasting client relationships through regular follow-ups and annual reviews.
• Attend weekly skill-building sessions to stay compliant and sharp.

Skills

Communication

Self-starter

Time management

Independent work

Tools

Video conferencing

Job description

Stratford Davis LLC is hiring for a virtual entry-level role in the United States. You will connect with individuals to review financial objectives and present strategic coverage options. The company provides licensing support, mentorship, and all systems to launch a lucrative practice.

100% performance pay with direct commissions, flexible scheduling, and 1-on-1 coaching are offered. Benefits access to health exchange plans and life coverage may be available.