Remote Financial Sales Pro – Flexible, High-Earning, Mentored

Stratford Davis LLC

Boston (MA)

Remote

USD 50,000 - 130,000

Full time

3 days ago

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Benefits offered by this job

Performance pay

Flexible schedule

Coaching program

Health benefits

Life coverage

Incentive trips

Job summary

Stratford Davis LLC seeks to expand its client base by proactively networking and using social channels to generate qualified leads. You will conduct virtual consultations, analyze client financial profiles and goals, then design tailored financial plans and product packages to meet those goals.

The role emphasizes building durable client relationships through regular follow-ups and annual reviews, with weekly skill-building sessions to stay compliant and sharp in a home-based setting.

Qualifications

Experience communicating complex financial information clearly.
Ability to design tailored financial plans based on client goals.
Strong commitment to customer service and ongoing client engagement.

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

Lead generation

Financial planning

Virtual consultations

Client relationships

Time management

Tools

CRM software

Job description

The role emphasizes building durable client relationships through regular follow-ups and annual reviews, with weekly skill-building sessions to stay compliant and sharp in a home-based setting.

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