Remote Financial Solutions Consultant – Commission

Stratford Davis LLC; Indianapolis (IN); Remote; USD 45,000 - 120,000; Full time

Benefits offered by this job

Remote work

Onboarding & mentorship

Health coverage

Uncapped commissions

Travel incentives

Job summary

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

No prior experience is required as onboarding and live coaching are provided. The role offers flexible scheduling, ongoing mentorship, and incentives including travel opportunities and performance-based bonuses.

Qualifications

• Excellent verbal and written communication skills.
• Able to work independently with a flexible schedule.
• No prior experience required; onboarding provided.
• 100% remote role with home-office setup.
• Commission-based earnings with uncapped income potential.
• Health, dental, and vision coverage; life insurance benefits.
• Structured mentorship and training program.

Responsibilities

• Virtual Consultations: Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
• Business Development: Generate prospective leads through direct outreach, digital networking, and referral systems.
• Client Management: Nurture ongoing client relationships by offering continuous support and regular updates.
• Continuous Learning: Participate in hands-on workshops, product updates, and mentorship sessions to hone your skills.

Skills

Communication skills

Relationship-building

Self-motivated

Integrity

Remote work mindset

Job description

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

No prior experience is required as onboarding and live coaching are provided. The role offers flexible scheduling, ongoing mentorship, and incentives including travel opportunities and performance-based bonuses.