Remote Financial Advisor with Mentorship & Uncapped Commission

Stratford Davis; Tampa (FL); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work optional schedule

Uncapped commissions

Comprehensive training & mentorship

Flexible schedule

Job summary

Stratford Davis is seeking a Client Sales Associate for a fully remote role, offering uncapped commissions and comprehensive training. You will build a client base, assess financial needs, and create customized strategies while educating clients on Life Insurance, IUL, and Annuities.

The position emphasizes relationship-building, ethics, and ongoing mentorship, with flexible hours to fit your schedule. This role suits self-driven individuals who excel in a performance-based environment and want

Qualifications

• Excellent communication and interpersonal abilities.
• Ability to present financial concepts clearly.
• Self-driven with a results-oriented mindset.
• Willingness to work independently in a remote setting.
• Sales, finance, or customer-facing experience is a plus.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Presentation skills

Self-motivated

Entrepreneurial mindset

Ethical standards

Job description

Stratford Davis is seeking a Client Sales Associate for a fully remote role, offering uncapped commissions and comprehensive training. You will build a client base, assess financial needs, and create customized strategies while educating clients on Life Insurance, IUL, and Annuities.

The position emphasizes relationship-building, ethics, and ongoing mentorship, with flexible hours to fit your schedule. This role suits self-driven individuals who excel in a performance-based environment and want