Remote Financial Advisor—Uncapped Commission & Mentorship

Stratford Davis LLC; Austin (TX); Remote; USD 100,000 - 200,000; Full time

Benefits offered by this job

Free training & tech

Travel rewards

Remote work

Job summary

Stratford Davis LLC is seeking ambitious, customer-focused individuals to launch a high-earning career in financial services from a remote setting in the United States. You will use our proven model, modern software, and direct mentorship to help clients plan for life insurance and retirement needs.

Key tasks include meeting with warm leads virtually, assessing goals, and presenting tailored options. You will manage your pipeline, build long-term client relationships, and stay compliant with

Qualifications

• Commission-based role with uncapped earnings.
• Strong written and verbal communication required.
• Ability to stay organized and productive while working remotely.

Responsibilities

• Consult warm leads via virtual meetings with pre-screened prospects.
• Assess goals and present tailored life insurance and retirement options.
• Manage pipeline using our CRM.
• Build relationships with clients post-sale to drive retention and referrals.
• Stay compliant with product offerings and regulatory standards.

Skills

Commission-driven

Strong communicator

Self-disciplined

Coachability

Experience

High earning potential

Flexible hours

Qualified leads provided

Free training & tech

Travel rewards

Tools

CRM

Job description

Stratford Davis LLC is seeking ambitious, customer-focused individuals to launch a high-earning career in financial services from a remote setting in the United States. You will use our proven model, modern software, and direct mentorship to help clients plan for life insurance and retirement needs.

Key tasks include meeting with warm leads virtually, assessing goals, and presenting tailored options. You will manage your pipeline, build long-term client relationships, and stay compliant with