Remote Financial Services Advisor | Six-Figure Potential

Stratford Davis LLC; Denver (CO); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Free training & tech

Travel rewards

Flexible 3–4 day workweek

Job summary

Stratford Davis LLC is seeking ambitious, customer-focused individuals to launch a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

As a remote consultant, you will meet qualified prospects, assess goals, present tailored options, and guide clients through a compliant sales process.

Qualifications

• Commission-based earnings with uncapped six-figure potential.
• Outstanding verbal and written communication skills.
• Self-discipline to manage remote work and stay productive.
• Willingness to learn, adapt, and take feedback.
• Sales or customer service experience is a plus, not required.

Responsibilities

• Consult warm leads virtually; no cold calling.
• Assess financial goals and present insurance/annuity options.
• Manage client interactions through the CRM and stay compliant.
• Foster post-sale relationships to drive retention and referrals.

Skills

Commission-driven

Strong communicator

Self-discipline

Coachability

Remote work

Sales/Cust. service background

Flexible hours

Job description

Stratford Davis LLC is seeking ambitious, customer-focused individuals to launch a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.

As a remote consultant, you will meet qualified prospects, assess goals, present tailored options, and guide clients through a compliant sales process.