Remote Financial Solutions Advisor

Stratford Davis LLC; Pennsylvania; Remote; USD 56,000 - 134,000; Full time

Benefits offered by this job

Life insurance

Healthcare exchange options

Job summary

Stratford Davis LLC is seeking a Remote Sales & Engagement Associate to join a fast-growing remote team in the United States. You will engage with clients via digital channels, uncover long-term financial goals, and offer customized solutions that protect what matters most.

Responsibilities include prospect engagement, needs analysis, and relationship retention, all while upholding professional standards. Training is provided and earnings are commission-based, with incentives and perks such as

Qualifications

• Candidate must be self-motivated with a drive to succeed.
• Comfort with video consultations and digital communication.
• Experience in customer service or sales is a bonus; training provided.
• Ability to work from home with flexible calendar.
• Commission-based role with performance incentives.

Responsibilities

• Prospect engagement: initiate conversations with prospective clients via digital channels.
• Needs analysis: conduct virtual sessions to identify goals and present options.
• Relationship retention: maintain long-term advisor relationships for satisfaction.
• Professional standards: operate with transparency, professionalism, and compliance.

Skills

High energy

Positive attitude

Time management

Goal oriented

Tools

Video conferencing

Job description

Stratford Davis LLC is seeking a Remote Sales & Engagement Associate to join a fast-growing remote team in the United States. You will engage with clients via digital channels, uncover long-term financial goals, and offer customized solutions that protect what matters most.

Responsibilities include prospect engagement, needs analysis, and relationship retention, all while upholding professional standards. Training is provided and earnings are commission-based, with incentives and perks such as