Remote Financial Solutions Advisor (Commission-Based)

Stratford Davis LLC

Louisville (KY)

Remote

USD 40,000 - 70,000

Full time

3 days ago
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Benefits offered by this job

Bonuses & trips
Health coverage (medical, dental, life

Job summary

Stratford Davis LLC in Louisville, KY is seeking a Virtual Sales Associate to help families plan their financial future from home. This 100% remote position focuses on discovery calls, needs assessment, and tailored recommendations to guide clients on their financial journey.

No experience is required as we provide structured onboarding, live coaching, and a full training program. You’ll develop client relationships through digital outreach, manage your own schedule, and have access to

Qualifications

  • Strong verbal and written communication skills.
  • Self-motivated individuals with ability to manage their own daily tasks.
  • No formal experience required; onboarding and coaching provided.
  • 100% Remote: work from home with flexible schedule.
  • Full training and mentorship available; structured development resources.
  • Incentives and travel opportunities for top performers.
  • Health, dental, vision coverage, plus life insurance.

Responsibilities

  • Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
  • Generate prospective leads through direct outreach, digital networking, and referrals.
  • Nurture ongoing client relationships with ongoing support and regular updates.
  • Participate in hands-on workshops, product updates, and mentorship sessions.

Skills

Communication skills
Self-motivation
Relationship-building
Remote work

Education

No degree required

Job description

Stratford Davis LLC in Louisville, KY is seeking a Virtual Sales Associate to help families plan their financial future from home. This 100% remote position focuses on discovery calls, needs assessment, and tailored recommendations to guide clients on their financial journey.

No experience is required as we provide structured onboarding, live coaching, and a full training program. You’ll develop client relationships through digital outreach, manage your own schedule, and have access to

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