Remote Financial Sales Consultant

Stratford Davis LLC; Washington; Remote; USD 50,000 - 140,000; Full time

Benefits offered by this job

100% Commission

Flexible schedule

1-on-1 coaching

Benefits access

Annual incentive trips

Job summary

Stratford Davis LLC is seeking driven professionals to build a pipeline of prospective clients from home in Washington and beyond. You will conduct virtual consultations, analyze financial profiles, and design tailored financial plans and product packages to meet client goals.

This role offers 100% performance-based pay with no earning ceiling, complete flexibility over your calendar, and 1-on-1 coaching from experienced leaders.

Qualifications

• Ability to generate leads and convert prospects into clients.
• Strong communication across phone and video platforms.

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.

Skills

Prospecting

Networking

Consultations

Financial planning

Relationship building

Time management

Self-motivation

Tools

CRM

Video conferencing

Job description

Stratford Davis LLC is seeking driven professionals to build a pipeline of prospective clients from home in Washington and beyond. You will conduct virtual consultations, analyze financial profiles, and design tailored financial plans and product packages to meet client goals.

This role offers 100% performance-based pay with no earning ceiling, complete flexibility over your calendar, and 1-on-1 coaching from experienced leaders.