Remote Financial Planning Advisor (Commission-Only)

Stratford Davis; New Orleans (LA); Remote; USD 30,000 - 90,000; Full time

Job summary

Stratford Davis in New Orleans, LA, is seeking a Virtual Sales Associate to help families plan their financial future. This is a fully remote, commission-only role with flexible hours and no experience required.

You will conduct virtual consultations, generate leads, manage clients, and present Life Insurance, IUL, and Annuities. Onboarding and hands-on mentorship are provided to support your success.

Qualifications

• Excellent verbal and written communication.
• Ability to manage own schedule and tasks.
• High integrity, ethics and accountability.

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 with ongoing support and updates.
• Client Education: Sell, educate, and present Life Insurance, IUL, and Annuities to clients.
• Continuous Learning: Participate in workshops, product updates, and mentorship to hone skills.

Skills

Communication skills

Self-motivation

Integrity

Job description

Stratford Davis in New Orleans, LA, is seeking a Virtual Sales Associate to help families plan their financial future. This is a fully remote, commission-only role with flexible hours and no experience required.

You will conduct virtual consultations, generate leads, manage clients, and present Life Insurance, IUL, and Annuities. Onboarding and hands-on mentorship are provided to support your success.