Remote Financial Planning Advisor

Stratford Davis LLC; Florida; Remote; USD 33,000 - 89,000; Full time

Benefits offered by this job

Remote work

Health & wellness benefits

Training & mentorship

Incentives & travel

Job summary

Stratford Davis LLC is seeking a Virtual Sales Associate for a fully remote role in the United States. You will connect with clients, assess goals, and present tailored financial solutions. Responsibilities include virtual consultations, business development, and ongoing client management.

Full onboarding, mentorship, and performance-based incentives are provided. The role offers a flexible schedule with 100% remote work, comprehensive training, and opportunities for travel incentives based on

Qualifications

• Excellent verbal and written communication skills.
• Self-motivated with ability to work independently and manage daily tasks.
• High standards of ethics and accountability.
• No prior experience needed; onboarding and coaching provided.

Responsibilities

• Conduct virtual consultations with clients to assess needs and outline financial strategies.
• Generate prospective leads through direct outreach and networking.
• Nurture client relationships with ongoing support and updates.
• Participate in training sessions, product updates, and mentorship programs.

Skills

Verbal communication

Written communication

Self-motivation

Integrity

No experience required

Job description

Stratford Davis LLC is seeking a Virtual Sales Associate for a fully remote role in the United States. You will connect with clients, assess goals, and present tailored financial solutions. Responsibilities include virtual consultations, business development, and ongoing client management.

Full onboarding, mentorship, and performance-based incentives are provided. The role offers a flexible schedule with 100% remote work, comprehensive training, and opportunities for travel incentives based on