Remote Financial Solutions Advisor | Autonomy & Growth

Stratford Davis LLC; Texas; Remote; USD 120,000 - 260,000; Full time

Benefits offered by this job

Schedule Autonomy

Zero Cold Calling

Complimentary Learning

Modern Tech Suite

Direct Mentorship

Incentive Travel

Job summary

Stratford Davis LLC in Dallas, United States is expanding its financial protection team, offering a high-autonomy, remote-capable sales role with flexible scheduling and strong support.

You will consult with pre-screened prospects, design tailored protection plans, and present solutions via phone and video calls to close new business.

The program emphasizes mentorship from seasoned professionals, uncapped commission, and travel incentives for top performers.

Responsibilities

• Team Collaboration: Work closely alongside experienced leaders within a supportive, high-energy virtual network.
• Client Needs Analysis: Consult with pre-screened prospects to identify their unique financial priorities and protection gaps.
• Digital Consultations: Lead professional phone and video calls to advise potential clients on tailored solutions.
• Strategic Plan Design: Draft custom financial security strategies aligned with long-term client goals.
• Solution Presentations: Deliver confident product walkthroughs to secure new business and build trusted partnerships.

Job description

Stratford Davis LLC in Dallas, United States is expanding its financial protection team, offering a high-autonomy, remote-capable sales role with flexible scheduling and strong support.

You will consult with pre-screened prospects, design tailored protection plans, and present solutions via phone and video calls to close new business.

The program emphasizes mentorship from seasoned professionals, uncapped commission, and travel incentives for top performers.