Remote Financial Planning Sales Rep

Stratford Davis; West Virginia; Remote; USD 30,000 - 75,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship

Flexible hours

Remote work

Job summary

Stratford Davis is seeking a remote, entry-level professional to help clients secure their financial futures. You will connect with prospects, guide them through strategic plans, and present tailored financial strategies online.

No prior experience is required as full training, mentorship, and ongoing support are provided to help you succeed in a 100% commission-based role with flexible hours.

Qualifications

• Genuine desire to help individuals and families secure their finances.
• Strong communication and listening skills.
• Self-motivated with uncapped earning potential.
• Excellent organization for remote work.
• No experience required; full training provided.

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.
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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-motivation

Time management

Remote work

Job description

Stratford Davis is seeking a remote, entry-level professional to help clients secure their financial futures. You will connect with prospects, guide them through strategic plans, and present tailored financial strategies online.

No prior experience is required as full training, mentorship, and ongoing support are provided to help you succeed in a 100% commission-based role with flexible hours.