Remote Financial Solutions Specialist - Commission-Based

Stratford Davis LLC; Minneapolis (MN); Remote; USD 30,000 - 90,000; Full time

Benefits offered by this job

Health & wellness coverage

Training & mentorship

Incentives & travel opportunities

Flexible schedule

Job summary

Stratford Davis LLC in Minneapolis, USA, is seeking a Virtual Sales Associate to help families plan their financial futures from home. This remote role offers flexible scheduling, onboarding, and mentorship to build a meaningful career in financial guidance.

You\'ll conduct remote discovery calls, generate leads, and manage client relationships. Training is provided, with incentives and travel opportunities for top performers, and a commission-based earnings structure.

Qualifications

• Strong verbal and written communication.
• Self-motivated individuals who enjoy set schedules and managing their own daily tasks.
• High standards of personal integrity, ethics, and accountability.
• No experience necessary, onboarding and live coaching are provided for all new team members.
• 100% Remote: work from home with a flexible schedule.
• Full training and mentorship.
• Incentives and travel: bonuses and top-performer trips.
• Health and wellness options: medical, dental, vision, and life insurance.

Responsibilities

• Virtual Consultations: Host remote discovery calls to evaluate client needs and outline personalized financial strategies.
• Business Development: Generate prospective leads through direct outreach, digital networking, and referral systems.
• Client Management: Nurture ongoing client relationships by offering continuous support and regular updates.
• Continuous Learning: Participate in hands-on workshops, product updates, and mentorship sessions to hone your skills.

Skills

Communication skills

Self-motivation

Integrity

Accountability

Job description

Stratford Davis LLC in Minneapolis, USA, is seeking a Virtual Sales Associate to help families plan their financial futures from home. This remote role offers flexible scheduling, onboarding, and mentorship to build a meaningful career in financial guidance.

You\'ll conduct remote discovery calls, generate leads, and manage client relationships. Training is provided, with incentives and travel opportunities for top performers, and a commission-based earnings structure.