Remote Financial Solutions Consultant - Uncapped Earnings

Stratford Davis LLC; Louisville (KY); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work from home

Structured onboarding & mentorship

Health, dental, vision, and life-ins |

Bonuses and top-performer 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 needs, and present tailored financial solutions.

The role offers flexible scheduling, comprehensive onboarding, and ongoing coaching to build a meaningful career in a fast-growing, remote environment. Earn through commissions with opportunities for bonuses and top-performer trips, plus health, dental, and life

Qualifications

• Strong verbal and written communication skills and relationship-building ability.
• Self-motivated individuals who enjoy set schedules and managing daily tasks.
• High standards of personal integrity and accountability.
• No experience required; structured onboarding and live coaching for all new team members.

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 workshops, product updates, and mentorship sessions to hone skills.

Skills

Communication

Self-motivation

Integrity

Time management

Customer service

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 needs, and present tailored financial solutions.

The role offers flexible scheduling, comprehensive onboarding, and ongoing coaching to build a meaningful career in a fast-growing, remote environment. Earn through commissions with opportunities for bonuses and top-performer trips, plus health, dental, and life