Remote Financial Solutions Sales Pro (Uncapped Commission)

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

Benefits offered by this job

Location independence

Structured mentorship

Health plan access

Uncapped commissions

Job summary

Stratford Davis LLC is seeking a Remote Solutions Sales Associate to engage clients, understand their financial challenges, and deliver strategic, personalized solutions from a home-based setting.

You will present customized plans, generate a growing pipeline, and serve as the ongoing point of contact for long-term care and reviews, while staying current on industry trends through regular training.

Qualifications

• Empathetic listener who enjoys helping people solve complex, everyday challenges.
• Disciplined self-starter who thrives when given ownership over daily workload.
• 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 listening

Self-starter

Ethical decision-making

Coaching openness

Job description

Stratford Davis LLC is seeking a Remote Solutions Sales Associate to engage clients, understand their financial challenges, and deliver strategic, personalized solutions from a home-based setting.

You will present customized plans, generate a growing pipeline, and serve as the ongoing point of contact for long-term care and reviews, while staying current on industry trends through regular training.