Remote Financial Solutions Sales Specialist

Stratford Davis LLC; Las Vegas (NV); Teletrabalho; USD 60 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Location independence

Resumo da oferta

Stratford Davis LLC is seeking a Remote Solutions Sales Associate to empower clients and shape career paths from a home office. You will diagnose client financial challenges and deliver strategic, personalized solutions that promote long-term security.

Responsibilities include delivering customized financial plans in online discovery meetings, expanding the client base through outreach and digital channels, and providing ongoing support with regular plan reviews.

Qualificações

• Empathy and active listening to understand client needs.
• Self-driven attitude and ownership of daily tasks.
• Uncompromising ethics and integrity in decision-making.
• Willingness to receive feedback and grow professionally.

Responsabilidades

• 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.

Conhecimentos

Empathetic listening

Self-motivation

Ethical decision-making

Coaching openness

Descrição da oferta de emprego

Stratford Davis LLC is seeking a Remote Solutions Sales Associate to empower clients and shape career paths from a home office. You will diagnose client financial challenges and deliver strategic, personalized solutions that promote long-term security.

Responsibilities include delivering customized financial plans in online discovery meetings, expanding the client base through outreach and digital channels, and providing ongoing support with regular plan reviews.