Remote Financial Solutions Advisor (Commission-Based)

Stratford Davis LLC; Town of Newark (WI); Remote; USD 30,000 - 90,000; Full time

Benefits offered by this job

Remote work

Health coverage

Life insurance

Mentorship program

Bonuses & trips

Job summary

Stratford Davis LLC is seeking a Virtual Sales Associate to help families plan their financial future from a remote home office. You will conduct virtual consultations, identify client goals, and present tailored strategies.

Responsibilities include generating leads, managing ongoing client relationships, and participating in ongoing training and mentorship. Excellent communication and self-motivation are essential for success in a fully remote, commission-based role.

Qualifications

• Strong verbal and written communication skills and relationship-building abilities.
• Self-motivated individuals who manage their own schedule.
• High integrity, ethics, and accountability.
• No experience required; onboarding and live coaching provided.
• 100% Remote: work from home with flexible scheduling.
• Full training and mentorship available.
• Incentives and travel opportunities for top performers.
• Health and wellness options including medical, dental, and vision coverage; life insurance.
• Commission-based earnings with uncapped income potential.

Responsibilities

• Host remote consultations to assess client needs and outline tailored financial strategies.
• Generate leads through outreach, networking, and referrals.
• Nurture client relationships with ongoing support and updates.
• Engage in hands-on workshops and training to stay updated.

Skills

Communication

Self-motivation

Time management

Relationship-building

Job description

Stratford Davis LLC is seeking a Virtual Sales Associate to help families plan their financial future from a remote home office. You will conduct virtual consultations, identify client goals, and present tailored strategies.

Responsibilities include generating leads, managing ongoing client relationships, and participating in ongoing training and mentorship. Excellent communication and self-motivation are essential for success in a fully remote, commission-based role.