Remote Financial Solutions Sales Pro - Uncapped Commission

Stratford Davis LLC; New York (NY); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Life coverage options

Health plan access

Performance-based rewards

100% commission-based

Job summary

Stratford Davis LLC is seeking a Remote Solutions Sales Associate in the United States. You will work with clients to understand their financial challenges and deliver strategic, personalized solutions that set them up for long-term security.

Key responsibilities include creating customized financial plans, expanding your client base through proactive outreach and digital marketing, and providing ongoing client support with periodic plan reviews.

Qualifications

• Empathetic listener who enjoys helping people solve complex, everyday challenges.
• Disciplined self-starter who thrives when given ownership over their daily workload.
• Uncompromising commitment to professional ethics and ethical decision-making.
• Openness to coaching, regular feedback, and personal growth.

Responsibilities

• Strategic Presentations: Create and present customized financial plans during online discovery meetings.
• Pipeline Generation: Build and expand your client base via proactive outreach, digital marketing, and warm introductions.
• Long-Term Care: Act as a reliable point of contact, offering client support and periodic plan reviews over time.
• Industry Expertise: Keep up-to-date with financial trends, product offerings, and compliance regulations through weekly training.

Skills

Empathetic listener

Disciplined self-starter

Ethical decision-making

Openness to coaching

Job description

Stratford Davis LLC is seeking a Remote Solutions Sales Associate in the United States. You will work with clients to understand their financial challenges and deliver strategic, personalized solutions that set them up for long-term security.

Key responsibilities include creating customized financial plans, expanding your client base through proactive outreach and digital marketing, and providing ongoing client support with periodic plan reviews.