Remote Financial Engagement & Growth Advisor

Stratford Davis LLC

Florida

Remote

USD 60,000 - 120,000

Full time

40 hours ago

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Benefits offered by this job

Life insurance

Healthcare options

Quarterly bonuses

Vacation packages

Remote work

Job summary

Stratford Davis LLC in Charlotte, United States is seeking a Remote Sales & Engagement Associate to engage with clients through digital channels, uncover long-term financial goals, and deliver customized solutions that protect what matters most to them.

You will prospect, analyze client needs, and maintain advisor relationships, all from home, with a turnkey onboarding and incentives including quarterly bonuses and vacation packages.

Qualifications

High energy, positive attitude and drive to succeed in a performance-focused environment.
Comfortable holding video consultations and communicating clearly over digital channels.
Goal-oriented mindset with strong time-management discipline.
Prior experience in customer service or sales is a bonus, but training will be provided.

Responsibilities

Prospect Engagement: Initiate conversations with prospective clients through outreach, social channels, and networking.
Needs Analysis: Conduct virtual sessions to discover financial gaps and present tailored product options.
Relationship Retention: Maintain long-term advisor relationships for high client satisfaction.
Professional Standards: Conduct business with transparency, professionalism, and compliance.

Skills

High energy

Positive attitude

Performance focus

Video consultations

Time management

Self-motivated

Commission-based

Job description

You will prospect, analyze client needs, and maintain advisor relationships, all from home, with a turnkey onboarding and incentives including quarterly bonuses and vacation packages.

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