Remote Financial Sales Consultant

Stratford Davis LLC; San Francisco (CA); Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

100% Performance Pay

Complete Flexibility

1-on-1 Coaching

Benefits Access

Incentive Trips

Job summary

Stratford Davis LLC is seeking a results-driven, remote-based advisor to generate leads and conduct virtual consultations with families seeking financial solutions. You will design tailored plans, present product packages, and build lasting client relationships from a home office.

The role emphasizes a 100% performance pay structure, flexible scheduling, coaching, and access to health plans. Top performers can reach six figures with uncapped earning potential.

Qualifications

• No prior finance background required; full onboarding provided.
• Clear, persuasive communicator over phone and video platforms.
• Strong time-management for home-based work.
• Self-starter with performance-driven income mindset.

Responsibilities

• Develop a steady stream of prospective leads through direct networking and social channels.
• Conduct virtual consultations to analyze client financial profiles and goals.
• Design and present tailored financial plans and product packages.
• Build enduring client relationships through regular follow-ups and annual reviews.
• Participate in weekly skill-building sessions to stay compliant and sharp.

Job description

Stratford Davis LLC is seeking a results-driven, remote-based advisor to generate leads and conduct virtual consultations with families seeking financial solutions. You will design tailored plans, present product packages, and build lasting client relationships from a home office.

The role emphasizes a 100% performance pay structure, flexible scheduling, coaching, and access to health plans. Top performers can reach six figures with uncapped earning potential.