Remote Financial Advisor: Uncapped Earnings & Mentorship

Stratford Davis; Denver (CO); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Training and mentorship

Job summary

Stratford Davis, a remote financial services firm, is expanding its virtual advisory team and seeking driven, people-focused individuals to join as remote financial services sales representatives. No prior finance experience is needed; we provide the training, systems, and mentorship to get you started.

As a remote role, you will connect with pre-qualified clients, conduct needs assessments via phone and video, educate on life insurance and products, guide applications, and nurture long-term

Qualifications

• Motivated to help families improve financial security.
• Confident communicator with clear phone/video conversations.
• Self-disciplined and organized for remote work.
• Coachable, goal-oriented with performance-based income.

Responsibilities

• Connect with pre-qualified clients seeking guidance on savings and security.
• Conduct virtual financial needs assessments via phone/video.
• Educate on Life Insurance, IUL, and Annuities; recommend options.
• Guide applications, underwriting, and policy delivery with clear communication.
• Maintain long-term client relationships through annual reviews.
• Participate in weekly training, workshops, and coaching.

Job description

Stratford Davis, a remote financial services firm, is expanding its virtual advisory team and seeking driven, people-focused individuals to join as remote financial services sales representatives. No prior finance experience is needed; we provide the training, systems, and mentorship to get you started.

As a remote role, you will connect with pre-qualified clients, conduct needs assessments via phone and video, educate on life insurance and products, guide applications, and nurture long-term