Remote Financial Planning Advisor

Stratford Davis LLC; Cheyenne (WY); Remote; USD 30,000 - 90,000; Full time

Benefits offered by this job

Remote work from home

Training & mentorship

Incentives & travel

Health, dental, vision, life insurance

Job summary

Stratford Davis LLC is seeking a Remote Virtual Sales Associate to help families plan their financial futures. You will conduct virtual consultations, identify client goals, and present tailored strategies from your home office.

The role emphasizes self-motivation, strong communication, and integrity, with comprehensive onboarding, ongoing coaching, and performance-based incentives. Enjoy 100% remote work with flexible scheduling and mentorship opportunities.

Qualifications

• Strong verbal and written communication skills with a knack for relationship-building.
• Self-motivated individuals who enjoy set schedules and managing their own daily tasks.
• High standards of personal integrity, ethics, and accountability.
• No experience necessary, we provide structured onboarding and live coaching for all new team members.
• 100% Remote: Freedom to work from your home office with a flexible schedule.
• Full Training & Mentorship: One-on-one coaching and structured developmental resources.
• Incentives & Travel: Eligibility for financial bonuses, merit recognition, and top-performer trips.
• Health & Wellness Access: Options for medical, dental, and vision coverage, plus life insurance benefits.
• Commission-Based Earnings: This is a 100% commission-based role designed for self-starters—your effort drives earnings.

Responsibilities

• Virtual Consultations: Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
• Business Development: Generate prospective leads through direct outreach, digital networking, and referral systems.
• Client Management: Nurture ongoing client relationships by offering continuous support and regular updates.
• Continuous Learning: Participate in hands-on workshops, product updates, and mentorship sessions to hone your skills.

Skills

Verbal and written communication

Self-motivated

Integrity and accountability

Remote work discipline

Job description

Stratford Davis LLC is seeking a Remote Virtual Sales Associate to help families plan their financial futures. You will conduct virtual consultations, identify client goals, and present tailored strategies from your home office.

The role emphasizes self-motivation, strong communication, and integrity, with comprehensive onboarding, ongoing coaching, and performance-based incentives. Enjoy 100% remote work with flexible scheduling and mentorship opportunities.