Remote Financial Planning Advisor (Commission-Based)

Stratford Davis; Billings (MT); On-site; USD 48,000 - 90,000; Full time

Benefits offered by this job

Health and dental coverage

Vision coverage

Life insurance

100% commission-based earnings

Remote work

Structured onboarding and mentorship

Travel incentives

Job summary

Stratford Davis is seeking a Virtual Sales Associate for a 100% remote role based in the United States. You will connect with clients, assess their goals, and tailor financial solutions to help families secure their future.

Responsibilities include hosting remote consultations, generating leads, managing client relationships, and ongoing learning through workshops and mentorship. No experience required as onboarding and coaching are provided, with uncapped earning potential through commissions.

Qualifications

• Strong verbal and written communication skills.
• Ability to build and maintain client relationships.
• Self-motivated with the ability to manage own daily tasks.
• Commitment to high integrity, ethics, and accountability.
• No experience required; structured onboarding and live coaching provided.
• 100% remote work with flexible schedule.
• Full training and mentorship available.
• Incentives, travel opportunities, and top-performer recognition.

Responsibilities

• Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
• Generate prospective leads through direct outreach, digital networking, and referrals.
• Nurture ongoing client relationships with ongoing support and updates.
• Participate in hands-on workshops, product updates, and mentorship sessions to enhance skills.

Skills

Verbal communication

Written communication

Relationship building

Self-motivation

Time management

Job description

Stratford Davis is seeking a Virtual Sales Associate for a 100% remote role based in the United States. You will connect with clients, assess their goals, and tailor financial solutions to help families secure their future.

Responsibilities include hosting remote consultations, generating leads, managing client relationships, and ongoing learning through workshops and mentorship. No experience required as onboarding and coaching are provided, with uncapped earning potential through commissions.