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Stratford Davis LLC seeks ambitious individuals to join its virtual advisory team, launching a high-earning career in financial services. You will consult warm leads, assess goals, present tailored life insurance and retirement options, and manage client relationships through a CRM while staying compliant with industry standards.
This remote role offers flexible 3–4 day workweeks, comprehensive onboarding, mentorship, and travel rewards based on performance.
New York, United States
Our virtual advisory team is looking for ambitious, customer-focused individuals to launch a high-earning career in financial services. You will use our proven model, modern software, and direct mentorship to help clients protect their futures with customized life insurance and retirement plans.