Remote Financial Planning Consultant (Commission-Based)

Stratford Davis LLC; Portland (OR); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health & Wellness benefits

Mentorship program

Top performer trips

Remote work option

Job summary

Stratford Davis LLC in the United States is seeking a Virtual Sales Associate to help families plan their financial futures from home. You will connect with clients, assess goals, and present tailored solutions in a 100% remote role.

No prior experience is required as the company provides structured onboarding and live coaching, with incentives and travel opportunities for top performers. A flexible schedule and ongoing mentorship are offered.

Qualifications

• Excellent verbal and written communication skills.
• Self-motivated with ability to manage own schedule.
• Demonstrates high integrity, ethics, and accountability.
• No prior experience required; onboarding and coaching provided.

Responsibilities

• Conduct virtual consultations to assess client needs and tailor financial plans.
• Develop new business through outreach, networking, and referrals.
• Manage ongoing client relationships with regular updates and support.
• Participate in hands-on training, product updates, and mentorship sessions.

Skills

Verbal & written communication

Self-motivated

Integrity & ethics

No experience required

Job description

Stratford Davis LLC in the United States is seeking a Virtual Sales Associate to help families plan their financial futures from home. You will connect with clients, assess goals, and present tailored solutions in a 100% remote role.

No prior experience is required as the company provides structured onboarding and live coaching, with incentives and travel opportunities for top performers. A flexible schedule and ongoing mentorship are offered.