Remote Financial Planner & Client Advisor, 100% Commission

Stratford Davis; Cleveland (OH); On-site; USD 40,000 - 90,000; Full time

Benefits offered by this job

100% Remote

Structured onboarding

Mentorship program

Incentives & travel

Job summary

Stratford Davis is seeking a Virtual Sales Associate to help families plan their financial future from a fully remote setting in the United States. You will conduct remote discovery calls, propose tailored financial solutions, and build long-term client relationships.

No prior experience is required as we provide onboarding and ongoing coaching. This is a 100% commission-based role with uncapped income potential, and you’ll access training, mentorship, and incentives to drive performance.

Qualifications

• Strong verbal and written communication skills.
• Self-motivated individual who can manage own daily tasks and schedule.
• High standards of integrity and accountability in all client interactions.
• No prior experience required; structured onboarding and live coaching provided.

Responsibilities

• Host virtual consultations with clients to assess needs and outline financial strategies.
• Generate prospective leads through direct outreach and digital networking.
• Nurture ongoing client relationships with proactive support and updates.
• Engage in continuous learning through workshops, product updates, and mentorship.

Skills

Communication

Self-motivation

Integrity & accountability

Remote work readiness

Job description

Stratford Davis is seeking a Virtual Sales Associate to help families plan their financial future from a fully remote setting in the United States. You will conduct remote discovery calls, propose tailored financial solutions, and build long-term client relationships.

No prior experience is required as we provide onboarding and ongoing coaching. This is a 100% commission-based role with uncapped income potential, and you’ll access training, mentorship, and incentives to drive performance.