Remote Retirement Planning Advisor | Flexible Hours

Stratford Davis LLC; Tampa (FL); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Training program

Mentorship

Health benefits

Work from home

Job summary

Stratford Davis LLC, a remote retirement planning consultancy, seeks motivated individuals to guide clients toward secure futures from home. We provide training, tools, and mentorship to help you succeed, with licensing support as needed and access to health benefit options.

Whether you come from sales, teaching, or hospitality, you can start with our onboarding and weekly coaching. In this role, you will hold virtual consultations, explain retirement income options, and build tailored

Qualifications

• Warm, clear communication skills and the ability to listen before you recommend.
• Self-discipline and strong time management in a work-from-home setting.
• Active Life & Health license, or willingness to obtain one with our support.
• Prior sales or finance experience is a plus but not required.

Responsibilities

• Hold virtual consultations by phone and video to learn about each client's retirement timeline, savings, and concerns.
• Explain retirement income options such as annuities, life insurance, and Indexed Universal Life (IUL) strategies in plain, easy-to-understand language.
• Build personalized recommendations that match each client's goals and budget.
• Support clients through applications and follow-ups so every step feels simple and stress-free.
• Keep accurate notes in our CRM and stay in touch with clients through regular reviews and referrals.

Skills

Clear communication

Time management

Self-discipline

Coachable

Education

Life & Health license

Tools

CRM software

Job description

Stratford Davis LLC, a remote retirement planning consultancy, seeks motivated individuals to guide clients toward secure futures from home. We provide training, tools, and mentorship to help you succeed, with licensing support as needed and access to health benefit options.

Whether you come from sales, teaching, or hospitality, you can start with our onboarding and weekly coaching. In this role, you will hold virtual consultations, explain retirement income options, and build tailored