Remote Financial Advisor Trainee – 100k+ Earning Potential

Stratford Davis LLC; Shreveport (LA); À distance; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Health benefits access

Life coverage

Incentive trips

1-on-1 coaching

Flexible schedule

Remote work environment

Résumé du poste

Stratford Davis LLC is seeking an entry-level, remote financial services professional to connect with clients, review financial objectives, and present strategic coverage options. You will receive licensing support, mentorship, and a performance-based pay structure designed to build a lucrative practice from home.

Responsibilities include generating leads, conducting virtual consultations, designing tailored plans, and maintaining client relationships with regular reviews.

Qualifications

• No finance background required; onboarding provided.
• Strong client-facing communication and interpersonal skills.
• Willingness to build a six-figure income through performance pay.

Responsabilités

• 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.

Connaissances

Communication

Time management

Self-motivation

Remote work discipline

Description du poste

Stratford Davis LLC is seeking an entry-level, remote financial services professional to connect with clients, review financial objectives, and present strategic coverage options. You will receive licensing support, mentorship, and a performance-based pay structure designed to build a lucrative practice from home.

Responsibilities include generating leads, conducting virtual consultations, designing tailored plans, and maintaining client relationships with regular reviews.