Remote Solutions Sales Associate

Stratford Davis LLC; California; Remote; USD 50,000 - 150,000; Full time

Benefits offered by this job

Location Independence

Structured Mentorship

Rewards & Benefits

Uncapped Commission

Job summary

Stratford Davis LLC in the United States seeks a driven financial advisor to empower clients and grow their practice from a home-based setup. You will build personalized financial plans, generate new business, and provide ongoing care while staying current with industry trends and compliance.

You will receive structured mentorship from industry leaders and work in a fully remote role with uncapped earning potential through commissions based on performance.

Qualifications

• Empathetic listener who enjoys helping people solve complex challenges.
• Disciplined self-starter with ownership over daily workload.
• Uncompromising commitment to professional ethics and decision-making.
• Openness to coaching, regular feedback, and personal growth.

Responsibilities

• Strategic Presentations: Create and present customized financial plans during online discovery meetings.
• Pipeline Generation: Build and expand your client base via proactive outreach, digital marketing, and warm introductions.
• Long-Term Care: Act as a reliable point of contact, offering client support and periodic plan reviews.
• Industry Expertise: Stay up-to-date with financial trends, product offerings, and compliance regulations through weekly training.

Skills

Empathetic listener

Disciplined self-starter

Ethical decision-making

Openness to coaching

Job description

Empower Clients and Master Your Career Path.

Key Accountabilities

• Strategic Presentations: Create and present customized financial plans during online discovery meetings.
• Pipeline Generation: Build and expand your client base via proactive outreach, digital marketing, and warm introductions.
• Long-Term Care: Act as a reliable point of contact, offering client support and periodic plan reviews over time.
• Industry Expertise: Keep up-to-date with financial trends, product offerings, and compliance regulations through weekly training.

Ideal Profile

• Empathetic listener who enjoys helping people solve complex, everyday challenges.
• Disciplined self-starter who thrives when given ownership over their daily workload.
• Uncompromising commitment to professional ethics and ethical decision-making.
• Openness to coaching, regular feedback, and personal growth.

Benefits & Earning Potential

• Location Independence: Operate completely from home anywhere with high-speed internet access.
• Structured Mentorship: Dedicated guidance from experienced industry leaders from day one.
• Rewards & Benefits: Life coverage options, health plan access, and performance-based reward programs.
• Uncapped Commission Compensation: Designed as a performance-driven, 100% commission-based role, this position puts your income potential entirely in your hands, giving you the ability to earn without limits.