Remote Financial Services Advisor — High Earning, Mentored
Stratford Davis LLC
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Descrizione del lavoro
Stratford Davis LLC seeks ambitious individuals to join its virtual advisory team, launching a high-earning career in financial services. You will consult warm leads, assess goals, present tailored life insurance and retirement options, and manage client relationships through a CRM while staying compliant with industry standards.
This remote role offers flexible 3–4 day workweeks, comprehensive onboarding, mentorship, and travel rewards based on performance.
Competenze
- Uncapped commission with six-figure earning potential.
- Clear, empathetic verbal and written communication.
- Remote-friendly role requiring self-discipline.
- Coachability and willingness to learn.
- Sales or customer service experience is a plus but not required.
- 3–4 day workweek with flexible hours.
- Leads provided; no cold outreach.
- Free training, tech suite, and elite mentorship.
- Travel rewards based on performance.
Mansioni
- Consult warm leads via virtual meetings.
- Assess goals and present insurance/annuity options.
- Manage pipeline using CRM.
- Build relationships and drive client retention.
- Stay compliant with regulations and product offerings.
Conoscenze
Descrizione del lavoro
Stratford Davis LLC seeks ambitious individuals to join its virtual advisory team, launching a high-earning career in financial services. You will consult warm leads, assess goals, present tailored life insurance and retirement options, and manage client relationships through a CRM while staying compliant with industry standards.
This remote role offers flexible 3–4 day workweeks, comprehensive onboarding, mentorship, and travel rewards based on performance.
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