Remote Financial Wellness Advisor - 100% Commission

Stratford Davis; Oklahoma; Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Incentive trips

1-on-1 coaching

Mentorship provided

Health coverage options

Job summary

Stratford Davis in the United States is seeking an ambitious, entry-level virtual advisor to help clients review financial objectives and present strategic coverage options.

You will develop leads, conduct virtual consultations, design tailored financial plans, and present life insurance, IUL, and annuities. The role includes coaching, flexible work, and a performance-based pay structure with incentives.

Qualifications

• Excellent communication over phone and video.
• Self-motivated with a performance-driven mindset.
• Strong time-management for remote work.
• No prior finance background required; onboarding provided.

Responsibilities

• Develop a steady stream of prospective leads via networking and social channels.
• Conduct virtual consultations to analyze client financial profiles and goals.
• Design and present tailored financial plans and product packages.
• Sell, educate, and present Life Insurance, IUL, and Annuities.
• Build enduring client relationships with follow-ups and annual reviews.
• Participate in weekly skill-building sessions to stay compliant and sharp.

Skills

Phone & video

Time management

Self-starter

Persuasive communication

Job description

Stratford Davis in the United States is seeking an ambitious, entry-level virtual advisor to help clients review financial objectives and present strategic coverage options.

You will develop leads, conduct virtual consultations, design tailored financial plans, and present life insurance, IUL, and annuities. The role includes coaching, flexible work, and a performance-based pay structure with incentives.