Remote Financial Planning Advisor (Commission-Based)

Stratford Davis; Boston (MA); On-site; USD 30,000 - 60,000; Full time

Benefits offered by this job

Health coverage

Life insurance

Travel incentives

Remote work flexibility

Job summary

Stratford Davis is seeking a Virtual Sales Associate to help families plan their financial futures from home. You will conduct remote discovery calls, tailor financial strategies, and guide clients through our solutions.

The role emphasizes relationship-building, self-motivation, and ongoing learning, with generous incentives for performance. This 100% remote, nationwide opportunity offers structured onboarding and coaching, plus a comprehensive benefits framework to support you as you grow in a

Qualifications

• Excellent verbal and written communication skills.
• Strong relationship-building abilities across clients and colleagues.
• Self-motivated with the ability to manage your own schedule and tasks.

Responsibilities

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

Skills

Communication

Relationship building

Self-motivation

Job description

Stratford Davis is seeking a Virtual Sales Associate to help families plan their financial futures from home. You will conduct remote discovery calls, tailor financial strategies, and guide clients through our solutions.

The role emphasizes relationship-building, self-motivation, and ongoing learning, with generous incentives for performance. This 100% remote, nationwide opportunity offers structured onboarding and coaching, plus a comprehensive benefits framework to support you as you grow in a