Remote Financial Solutions Advisor (Commission-Based)

Stratford Davis LLC; Shreveport (LA); Remote; USD 30,000 - 60,000; Full time

Benefits offered by this job

Life insurance

Healthcare options (medical, dental, V

Quarterly bonuses

Vacation packages

Job summary

Stratford Davis LLC in Shreveport, LA, seeks a Remote Sales & Engagement Associate to engage clients digitally, uncover long-term financial goals, and deliver customized protection solutions. The role is fully remote, with turnkey training and a clear path to top performance.

You’ll initiate outreach, analyze client needs in virtual sessions, and maintain trusted advisor relationships, while meeting high standards of professionalism and compliance in every interaction.

Qualifications

• High energy, positive attitude, and a strong drive to succeed in a performance-focused environment.
• Comfortable holding video consultations and communicating clearly over digital channels.
• Goal-oriented mindset with strong time-management discipline.
• Prior experience in customer service or sales is a bonus, but comprehensive training will be provided.
• Work fully from home with full control over your daily calendar.
• Turnkey Training System: onboarding designed to take you from beginner to top producer.
• Incentives & Recognition: quarterly awards, financial bonuses, and company-sponsored vacation packages.
• Benefits: life insurance and healthcare exchange options (medical, dental, vision).

Responsibilities

• Prospect Engagement: Initiate conversations with prospective clients through outreach, social channels, and networking.
• Needs Analysis: Conduct virtual sessions to discover financial gaps and present tailored product options.
• Relationship Retention: Maintain long-term advisor relationships for high client satisfaction.
• Professional Standards: Conduct all activities with transparency, professionalism, and industry compliance.

Skills

High energy

Positive attitude

Performance-focused

Time management

Video conferencing

Customer service

Job description

Stratford Davis LLC in Shreveport, LA, seeks a Remote Sales & Engagement Associate to engage clients digitally, uncover long-term financial goals, and deliver customized protection solutions. The role is fully remote, with turnkey training and a clear path to top performance.

You’ll initiate outreach, analyze client needs in virtual sessions, and maintain trusted advisor relationships, while meeting high standards of professionalism and compliance in every interaction.