Remote Retirement Planning Advisor | Uncapped Commission

Stratford Davis LLC; Las Vegas (NV); Remote; USD 50,000 - 140,000; Full time

Job summary

Stratford Davis LLC is seeking self-motivated individuals for a fully remote role helping clients plan secure retirement outcomes. You will conduct virtual consultations by phone and video to understand each client's timeline, savings, and concerns, and explain retirement income options in plain language.

Training, licensing guidance, and weekly coaching are provided. You can advance to senior consultant and team leadership with results, all while working from home with flexible hours in the

Qualifications

• Active Life & Health license, or willingness to obtain one with 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 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.

Job description

Stratford Davis LLC is seeking self-motivated individuals for a fully remote role helping clients plan secure retirement outcomes. You will conduct virtual consultations by phone and video to understand each client's timeline, savings, and concerns, and explain retirement income options in plain language.

Training, licensing guidance, and weekly coaching are provided. You can advance to senior consultant and team leadership with results, all while working from home with flexible hours in the