Remote Financial Advisor — Uncapped Earnings & Mentorship

Stratford Davis LLC; Phoenix (AZ); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Free Training & Tech

Travel Rewards

Flexible Hours

Job summary

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

Responsibilities include meeting warm leads virtually, assessing goals, presenting tailored options, and guiding clients through the CRM-driven sales process while staying compliant. Flexible hours and travel rewards are highlighted.

Qualifications

• Uncapped, commission-based earnings with six-figure potential.
• Clear, empathetic verbal and written communication skills.
• Self-discipline to stay productive while working remotely.
• Eagerness to learn and apply leadership feedback.
• Background in sales or customer service is a plus, not required.

Responsibilities

• Consult warm leads via virtual meetings; no cold calling.
• Assess goals and present tailored life insurance and retirement options.
• Manage pipeline and guide clients through the sales process using CRM.
• Build lasting relationships to drive retention and referrals.
• Stay compliant with product offerings and regulatory standards.

Skills

Communication

Self-discipline

Coachability

Remote selling

Negotiation

Prospecting-less

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. You will use our model, software, and direct mentorship to help clients plan life insurance and retirement strategies.

Responsibilities include meeting warm leads virtually, assessing goals, presenting tailored options, and guiding clients through the CRM-driven sales process while staying compliant. Flexible hours and travel rewards are highlighted.