Remote Financial Planning Advisor (Uncapped Commission)

Stratford Davis; Cincinnati (OH); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Incentives & Travel

Health & Wellness Access

Full Training & Mentorship

Job summary

Stratford Davis is seeking a motivated Virtual Sales Associate to help families plan their financial future from home. This 100% remote role lets you work from your own space while delivering tailored financial strategies after client discovery calls.

No prior experience needed; you'll receive full onboarding, live coaching, and mentorship. Build a steady pipeline through outreach, referrals, and digital networking, with commissions and incentives for top performers.

Qualifications

• Strong verbal and written communication and relationship-building.
• Self-motivated with ability to manage own daily tasks.
• High personal integrity and accountability.
• No prior experience required; onboarding and coaching provided.
• 100% remote with flexible schedule.
• Full training and mentorship available.
• Incentives, bonuses, and top-performer travel.
• Health, dental, vision coverage and life insurance.
• 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

Verbal communication

Written communication

Self-motivation

Integrity

Job description

Stratford Davis is seeking a motivated Virtual Sales Associate to help families plan their financial future from home. This 100% remote role lets you work from your own space while delivering tailored financial strategies after client discovery calls.

No prior experience needed; you'll receive full onboarding, live coaching, and mentorship. Build a steady pipeline through outreach, referrals, and digital networking, with commissions and incentives for top performers.