Remote Financial Planning Sales Pro - Unlimited Commission

Stratford Davis LLC

Anchorage (AK)

Remote

USD 42,000 - 62,000

Full time

3 days ago
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Benefits offered by this job

Commission-based earnings
Life insurance
Healthcare options
Onboarding & coaching
Bonuses & recognition
Incentive trips

Job summary

Stratford Davis LLC in Anchorage, AK, seeks a Remote Inbound Representative to help individuals plan their financial future. You will work directly with clients to understand needs, provide strategic recommendations, and guide informed financial decisions using a range of tools and resources.

This opportunity allows independence with ongoing mentorship, training, and a strong support system. Your results will be driven by initiative, consistency, and the ability to build lasting client

Qualifications

  • Interest in helping people improve their financial well-being.
  • Strong verbal communication and relationship-building abilities.
  • Ability to work independently and manage time effectively.
  • Professionalism and ethical decision-making.
  • Background in sales, finance, or customer service is helpful but not required.
  • Fully remote role with control over your own schedule.

Responsibilities

  • Generate new business opportunities via outreach, networking, and referrals.
  • Meet with clients virtually to evaluate financial goals and current situations.
  • Develop customized strategies and present solutions aligned with client needs.
  • Build long-term relationships by offering ongoing support and value.
  • Stay up to date with industry knowledge, product offerings, and compliance standards.
  • Conduct work with professionalism, accountability, and integrity.

Job description

Stratford Davis LLC in Anchorage, AK, seeks a Remote Inbound Representative to help individuals plan their financial future. You will work directly with clients to understand needs, provide strategic recommendations, and guide informed financial decisions using a range of tools and resources.

This opportunity allows independence with ongoing mentorship, training, and a strong support system. Your results will be driven by initiative, consistency, and the ability to build lasting client

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