Remote Financial Solutions Sales Pro

Stratford Davis LLC; Milwaukee (WI); Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Location independence

Mentorship

Health plan

Life coverage

Uncapped commissions

Performance rewards

Job summary

Stratford Davis LLC in Milwaukee, WI, seeks a Remote Solutions Sales Associate to empower clients by delivering personalized financial plans through online discovery meetings. You’ll generate a sales pipeline, build lasting client relationships, and act as the go-to contact for ongoing care, with mentoring from industry leaders and a performance-based commission structure.

This full-time role offers location independence and uncapped earning potential through a strictly commission-based model,

Qualifications

• Proven ability to build client relationships and close deals.
• Comfort with presenting financial solutions in online meetings.
• Ability to work independently with strong time management.

Responsibilities

• Create and present customized financial plans during online discovery meetings.
• Generate pipeline through outreach, digital marketing, and warm introductions.
• Serve as ongoing client contact with support and periodic plan reviews.
• Maintain industry knowledge through weekly training.

Skills

Sales experience

Empathetic listening

Self-starter

Ethical conduct

Coaching mindset

Job description

Stratford Davis LLC in Milwaukee, WI, seeks a Remote Solutions Sales Associate to empower clients by delivering personalized financial plans through online discovery meetings. You’ll generate a sales pipeline, build lasting client relationships, and act as the go-to contact for ongoing care, with mentoring from industry leaders and a performance-based commission structure.

This full-time role offers location independence and uncapped earning potential through a strictly commission-based model,