Remote Sales Agent

Stratford Davis LLC; Boston (MA); Remote; USD 50.000 - 130.000; Vollzeit

Benefits dieser Stelle

Performance pay

Flexible schedule

Coaching program

Health benefits

Life coverage

Incentive trips

Zusammenfassung

Stratford Davis LLC seeks to expand its client base by proactively networking and using social channels to generate qualified leads. You will conduct virtual consultations, analyze client financial profiles and goals, then design tailored financial plans and product packages to meet those goals.

The role emphasizes building durable client relationships through regular follow-ups and annual reviews, with weekly skill-building sessions to stay compliant and sharp in a home-based setting.

Qualifikationen

• Experience communicating complex financial information clearly.
• Ability to design tailored financial plans based on client goals.
• Strong commitment to customer service and ongoing client engagement.

Aufgaben

• Develop a steady stream of prospective leads through direct networking and social channels.
• Conduct virtual consultations to analyze client financial profiles and goals.
• Design and present tailored financial plans and product packages.
• Build enduring client relationships through regular follow-ups and annual reviews.
• Participate in weekly skill-building sessions to stay compliant and sharp.

Kenntnisse

Lead generation

Financial planning

Virtual consultations

Client relationships

Time management

Tools

CRM software

Jobbeschreibung

Boston, United States | Posted on 10/23/2026

Key Responsibilities

• Develop a steady stream of prospective leads through direct networking and social channels.
• Conduct virtual consultations to analyze client financial profiles and goals.
• Design and present tailored financial plans and product packages.
• Build enduring client relationships through regular follow-ups and annual reviews.
• Participate in weekly skill-building sessions to stay compliant and sharp.

Who You Are

• Deeply committed to improving the financial well-being of families.
• Clear, persuasive communicator over phone and video platforms.
• Highly disciplined self-starter motivated by performance-driven income.
• Exceptional time-management abilities for home-based work.
• No prior finance background required-full onboarding provided.

Benefits

• 100% Performance Pay:Direct commission structure with zero earning ceiling.
• Complete Flexibility:Set your own calendar and work from anywhere.
• 1-on-1 Coaching:Direct mentorship from veteran industry leaders.
• Benefits Access:Optional access to health exchange plans and life coverage.
• Incentive Trips:Annual company-sponsored travel packages for top producers.