Remote Financial Advisor — Uncapped Commission, Life & Retirement

Stratford Davis LLC; New Haven (CT); Remote; USD 60,000 - 150,000; Full time

Benefits offered by this job

Travel rewards

Free training & tech

Elite mentorship

Flexible hours

3–4 day workweek

Job summary

Stratford Davis LLC in New Haven, CT, is seeking ambitious, customer-focused individuals to launch a high-earning career in financial services. You will join our virtual advisory team to help clients protect their futures with customized life insurance and retirement plans.

You'll meet qualified warm leads virtually, present tailored options, and manage a CRM-driven pipeline. This is a commission-based role with uncapped earnings, flexible 3-4 day weeks, and elite mentorship.

Qualifications

• Clear, empathetic verbal and written communication skills.
• Ability to stay organized, focused, and productive while working remotely.
• Willingness to learn, adapt, and apply leadership feedback.

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

Strong communicator

Self-disciplined

Coachability

Remote work

Time management

Job description

Stratford Davis LLC in New Haven, CT, is seeking ambitious, customer-focused individuals to launch a high-earning career in financial services. You will join our virtual advisory team to help clients protect their futures with customized life insurance and retirement plans.

You'll meet qualified warm leads virtually, present tailored options, and manage a CRM-driven pipeline. This is a commission-based role with uncapped earnings, flexible 3-4 day weeks, and elite mentorship.