Remote Financial Planning Sales Rep (Entry Level)

Stratford Davis LLC; Orlando (FL); Remote; USD 30,000 - 90,000; Full time

Benefits offered by this job

Comprehensive training

Remote work

Flexible schedule

Bonuses & travel

Job summary

Stratford Davis LLC is seeking a remote, entry-level professional to guide potential clients through strategic financial plans. You’ll work 100% remotely with flexible scheduling and receive comprehensive training, mentorship, and ongoing team support.

You’ll build a client pipeline, host virtual meetings, craft tailored strategies, and maintain relationships while staying current on industry trends and compliance.

Qualifications

• Client-focused mindset and strong listening skills.
• Clear communication and ability to explain concepts.
• Self-motivated with goal orientation and resilience.
• Excellent time management in a remote setting.

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

Client focus

Communication

Self-drive

Organization

Job description

Stratford Davis LLC is seeking a remote, entry-level professional to guide potential clients through strategic financial plans. You’ll work 100% remotely with flexible scheduling and receive comprehensive training, mentorship, and ongoing team support.

You’ll build a client pipeline, host virtual meetings, craft tailored strategies, and maintain relationships while staying current on industry trends and compliance.