Remote Financial Solutions Advisor — 100% Commission

Stratford Davis LLC; Austin (TX); Remote; USD 80,000 - 130,000; Full time

Benefits offered by this job

Health exchange plans (optional)

Life coverage

Incentive trips

1-on-1 coaching

Job summary

Stratford Davis LLC is seeking an entry-level, fully remote role in the United States. You will connect with individuals, review their financial objectives, and present strategic coverage options, with licensing support and mentorship provided to launch a lucrative practice.

Responsibilities include lead generation, virtual consultations, tailored financial plans, and ongoing client relationships. Earn a commission-based income with coaching and incentive trips for top performers.

Qualifications

• Clear, persuasive communicator over phone and video.
• Self-disciplined, goal-driven with performance-based income.
• Strong time-management abilities for home-based work.

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

Communication

Self-motivation

Time management

Job description

Stratford Davis LLC is seeking an entry-level, fully remote role in the United States. You will connect with individuals, review their financial objectives, and present strategic coverage options, with licensing support and mentorship provided to launch a lucrative practice.

Responsibilities include lead generation, virtual consultations, tailored financial plans, and ongoing client relationships. Earn a commission-based income with coaching and incentive trips for top performers.