Remote Retirement Planning Advisor | Uncapped Commission

Stratford Davis LLC; Oklahoma; Remote; USD 60,000 - 90,000; Full time

Job summary

Stratford Davis LLC is expanding its virtual team and seeking motivated individuals to guide clients toward secure retirement futures from home. Training, licensing guidance, and mentorship are provided to help you succeed in a remote, commission-based role.

You will conduct virtual consultations to assess retirement timelines and explain options like annuities and life insurance, then craft personalized plans and manage follow-ups using our CRM.

Qualifications

• Willing to obtain Life & Health license with company support.
• Sales or finance experience is a plus but not required.
• Strong listening and communication skills.

Responsibilities

• Hold virtual consultations by phone and video to learn client retirement goals.
• Explain retirement income options in clear language.
• Build personalized recommendations matching goals and budgets.
• Support clients through applications and follow-ups.
• Maintain notes in CRM and stay in touch with clients.

Skills

Communication

Active listening

Time management

Coaching/mentoring

Education

Life & Health license (or willingness to obtain)

Tools

CRM

Job description

Stratford Davis LLC is expanding its virtual team and seeking motivated individuals to guide clients toward secure retirement futures from home. Training, licensing guidance, and mentorship are provided to help you succeed in a remote, commission-based role.

You will conduct virtual consultations to assess retirement timelines and explain options like annuities and life insurance, then craft personalized plans and manage follow-ups using our CRM.