Remote Financial Planning Advisor - 100% Commission

Stratford Davis LLC; Nebraska; Remote; USD 30,000 - 70,000; Full time

Benefits offered by this job

100% remote

Flexible schedule

Mentorship program

Health insurance options

Live coaching

Job summary

Stratford Davis LLC is seeking a Virtual Sales Associate to help families plan their financial futures from home. You will conduct remote discovery calls, tailor solutions, and guide clients through their journeys in a flexible, commission-based role.

No experience is required; we provide structured onboarding, live coaching, and ongoing mentorship to help you succeed. Expect a fully remote work setup with ongoing training and performance incentives.

Qualifications

• Strong verbal and written communication skills.
• Self-motivated with ability to manage daily tasks.
• High integrity, ethics and accountability.
• No experience required; onboarding and live coaching provided.
• 100% remote with flexible schedule.
• Full training and mentorship provided.
• Incentives and travel for top performers.
• Health, dental, vision, and life insurance options.
• Commission-based earnings with uncapped income potential.

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

Communication skills

Self-motivation

Integrity

Time management

Job description

Stratford Davis LLC is seeking a Virtual Sales Associate to help families plan their financial futures from home. You will conduct remote discovery calls, tailor solutions, and guide clients through their journeys in a flexible, commission-based role.

No experience is required; we provide structured onboarding, live coaching, and ongoing mentorship to help you succeed. Expect a fully remote work setup with ongoing training and performance incentives.