Remote Financial Planning Consultant | Flexible Hours

Stratford Davis LLC; California; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health insurance options

Life coverage

Annual incentive trips

Flexible schedule

1-on-1 coaching

Job summary

Stratford Davis LLC in the United States is hiring for a virtual, entry-level role focused on helping clients reach financial objectives. You will connect with individuals to review their goals and present strategic coverage options while we provide licensing support and mentorship.

This position offers 100% performance pay with no earning ceiling, flexibility to set your own schedule, and onboarding. You will build your practice from home with coaching and access to health plans.

Qualifications

• No finance background required; full onboarding provided.
• Must have strong communication and time management.
• Willing to build a client base through networking.

Responsibilities

• Develop a steady stream of prospective leads through direct networking and social channels.
• Conduct virtual consultations to analyze client financial profiles and goals.
• Design and present tailored financial plans and product packages.
• Build enduring client relationships through regular follow-ups and annual reviews.
• Participate in weekly skill-building sessions to stay compliant and sharp.

Skills

Communication

Time management

Self-motivation

Networking

Job description

Stratford Davis LLC in the United States is hiring for a virtual, entry-level role focused on helping clients reach financial objectives. You will connect with individuals to review their goals and present strategic coverage options while we provide licensing support and mentorship.

This position offers 100% performance pay with no earning ceiling, flexibility to set your own schedule, and onboarding. You will build your practice from home with coaching and access to health plans.