Remote Financial Advisor — Uncapped Commissions

Stratford Davis; Rhode Island; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Remote work from anywhere

Uncapped commissions

Comprehensive training & mentorship

Brand-aligned opportunities

Job summary

Stratford Davis is seeking a Client Sales Associate to help clients navigate important financial decisions through personalized guidance and relationship-based support.

This fully remote role offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path in financial services. Earn via uncapped commissions with no income ceiling, based on your performance.

Set your own schedule and develop your business with an established brand and growing client base.

Qualifications

• Strong communication and presentation abilities.
• Self-motivated, results-driven in a performance-based environment.
• Entrepreneurial mindset with the ability to work independently.
• Experience in sales, finance, or client-facing roles is a plus but not required.

Responsibilities

• Build and expand client base through networking, referrals, and proactive outreach.
• Conduct thorough consultations to evaluate clients’ financial needs, goals, and current situations.
• Design and present customized financial strategies aligned with client objectives.
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• Maintain strong, long-term relationships by delivering ongoing support and guidance.
• Stay informed on industry developments, market trends, and regulatory updates.
• Operate with professionalism, integrity, and adherence to ethical business practices.

Skills

Communication skills

Interpersonal skills

Presentation skills

Self-motivated

Entrepreneurial mindset

Client service orientation

Job description

Stratford Davis is seeking a Client Sales Associate to help clients navigate important financial decisions through personalized guidance and relationship-based support.

This fully remote role offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path in financial services. Earn via uncapped commissions with no income ceiling, based on your performance.

Set your own schedule and develop your business with an established brand and growing client base.