Remote Financial Planning Advisor - 100% Commission

Stratford Davis LLC; Indianapolis (IN); Remote; USD 30,000 - 80,000; Full time

Benefits offered by this job

Remote work

Bonuses and top-performer trips

Structured onboarding and live coachin

Job summary

Stratford Davis LLC is hiring a Virtual Sales Associate for a 100% remote role in the United States. You will conduct virtual consultations, identify client goals, and present tailored financial solutions.

The position emphasizes developing new business, maintaining client relationships, and ongoing learning through workshops and mentorship. Ideal candidates are strong communicators with self-motivation and integrity.

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; onboarding and live coaching provided.

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 communication

Written communication

Relationship building

Self-motivation

Time management

Tools

CRM software

Job description

Stratford Davis LLC is hiring a Virtual Sales Associate for a 100% remote role in the United States. You will conduct virtual consultations, identify client goals, and present tailored financial solutions.

The position emphasizes developing new business, maintaining client relationships, and ongoing learning through workshops and mentorship. Ideal candidates are strong communicators with self-motivation and integrity.