Remote Financial Advisor - Uncapped Commission & Mentorship

Stratford Davis; West Virginia; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Performance pay

Flexible schedule

One-on-one coaching

Benefits access

Incentive trips

Job summary

Stratford Davis is launching a remote, entry-level financial-planning role designed to help individuals review financial goals and present strategic coverage options. You will receive systems support, licensing assistance, and mentoring to build a lucrative practice from home.

Key responsibilities include developing leads, conducting virtual consultations, and presenting tailored financial plans for Life Insurance, IUL, and Annuities.

Qualifications

• No finance background required; full onboarding provided.
• Strong communication skills for phone and video.
• Self-starter with performance-driven mindset.
• Excellent time-management for home-based work.

Responsibilities

• Develop leads via networking and social channels.
• Conduct virtual consultations to analyze clients’ financial profiles.
• Design tailored financial plans and product packages.
• Sell and educate clients on Life Insurance, IUL, and Annuities.
• Build long-term client relationships with follow-ups and reviews.
• Attend weekly skill-building sessions to stay compliant.

Skills

Networking

Virtual consultations

Financial planning

Time management

Job description

Stratford Davis is launching a remote, entry-level financial-planning role designed to help individuals review financial goals and present strategic coverage options. You will receive systems support, licensing assistance, and mentoring to build a lucrative practice from home.

Key responsibilities include developing leads, conducting virtual consultations, and presenting tailored financial plans for Life Insurance, IUL, and Annuities.