Remote Financial Planning Sales Consultant Uncapped

Stratford Davis LLC; Des Moines (IA); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Commission-based pay

Flexible schedule

Bonuses & Travel

Comprehensive training

Health coverage

Job summary

Stratford Davis LLC is seeking an entry-level remote advisor to help clients secure their financial future. You will connect with prospective clients, guide them through strategic financial plans, and contribute to personalized recommendations from a remote setting.

The role offers 100% commission-based earnings with uncapped potential, along with comprehensive training, mentorship, and ongoing team support to empower your professional growth.

Qualifications

• Strong communication and listening skills.
• Self-motivated with disciplined time management.
• Ability to work effectively in a remote setup.
• Customer-focused mindset with a professional demeanor.

Responsibilities

• Grow Your Pipeline: Connect with prospective clients via direct outreach and networking.
• Host Virtual Meetings: Assess client financial situations and long-term goals online.
• Build Custom Strategies: Present personalized financial plans tailored to client needs.
• Maintain Relationships: Provide ongoing support to build long-term trust.
• Keep Learning: Stay current on industry trends and compliance through workshops.
• Work with Integrity: Maintain high ethical and professional standards.

Skills

Communication

Self-Drive

Organization

Client Focus

No Experience Required

Job description

Stratford Davis LLC is seeking an entry-level remote advisor to help clients secure their financial future. You will connect with prospective clients, guide them through strategic financial plans, and contribute to personalized recommendations from a remote setting.

The role offers 100% commission-based earnings with uncapped potential, along with comprehensive training, mentorship, and ongoing team support to empower your professional growth.