Remote Financial Planning Consultant | Commission-Based

Stratford Davis LLC; California; Remote; USD 35,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Remote work

Bonuses

Travel opportunities

Mentorship / onboarding

Job summary

Stratford Davis LLC is seeking a fully remote Virtual Sales Associate in the United States. You will connect with clients, assess goals, and tailor financial strategies for long-term security while enjoying a flexible schedule and a 100% commission-based earning model.

No experience is required—our onboarding and live coaching will train you. You’ll build a pipeline through outreach, conduct remote consultations, and deliver ongoing support to help families plan their futures from home.

Qualifications

• Clear verbal and written communication, with relationship-building ability.
• Self-motivated individuals who can manage daily tasks and schedules.
• High standards of personal integrity and accountability.

Responsibilities

• Host remote consultations to evaluate client needs and outline tailored financial strategies.
• Generate prospective leads through outreach and networking.
• Nurture client relationships with ongoing support and regular updates.

Skills

Communication

Self-motivation

Integrity

Job description

Stratford Davis LLC is seeking a fully remote Virtual Sales Associate in the United States. You will connect with clients, assess goals, and tailor financial strategies for long-term security while enjoying a flexible schedule and a 100% commission-based earning model.

No experience is required—our onboarding and live coaching will train you. You’ll build a pipeline through outreach, conduct remote consultations, and deliver ongoing support to help families plan their futures from home.