Remote Financial Planning Sales Associate

Stratford Davis LLC; Providence (RI); Remote; USD 35.000 - 90.000; Vollzeit

Benefits dieser Stelle

Remote work

Flexible schedule

Training & mentorship

Health insurance options

Travel incentives

Life insurance

Zusammenfassung

Stratford Davis LLC in Providence, Rhode Island is seeking a Virtual Sales Associate to help families plan their futures from home. This 100% remote role offers flexible scheduling and a structured onboarding program to get you started quickly.

You will host remote consultations, generate leads, and manage ongoing client relationships while benefiting from training and mentorship to grow your skills and career in financial planning.

Qualifikationen

• Strong verbal and written communication skills.
• Self-motivated individuals who manage their own daily tasks.
• High standards of personal integrity, ethics, and accountability.
• No experience required; structured onboarding provided.
• 100% remote with flexible schedule.
• Full training and mentorship provided.
• Incentives and travel opportunities.
• Health and wellness coverage options.

Aufgaben

• Virtual Consultations: Host remote discovery calls to assess client needs and outline personalized strategies.
• Business Development: Generate leads through outreach, digital networking, and referrals.
• Client Management: Nurture client relationships with ongoing support and updates.
• Continuous Learning: Participate in workshops and product updates to sharpen skills.

Kenntnisse

Communication

Self-motivated

Integrity

Jobbeschreibung

Stratford Davis LLC in Providence, Rhode Island is seeking a Virtual Sales Associate to help families plan their futures from home. This 100% remote role offers flexible scheduling and a structured onboarding program to get you started quickly.

You will host remote consultations, generate leads, and manage ongoing client relationships while benefiting from training and mentorship to grow your skills and career in financial planning.