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Remote Ex Financial Advisor Jobs in Vermont (NOW HIRING)

Intuit

Staff Partner Development Manager

Montpelier, VT · Remote

$149K - $202K/yr

... a trusted advisor who helps our partners unlock new levels of efficiency, generate more revenue ... California Remote (Bay Area) $149,500- $202,000 California Remote (Not Bay Area) $149,000- $201,500 ...

Intuit

Staff Partner Development Manager

Montpelier, VT · On-site +1

$149K - $202K/yr

... a trusted advisor who helps our partners unlock new levels of efficiency, generate more revenue ... California Remote (Bay Area) $149,500- $202,000 California Remote (Not Bay Area) $149,000- $201,500 ...

Elevance Health

$113K - $143K/yr

... remote palliative care in the Grand Rapids area. Visits are clustered by area. Please note, this is ... be advised that Elevance Health only accepts resumes for compensation from agencies that have a ...

All JobsEx Financial Advisor JobsRemote Ex Financial Advisor JobsRemote Ex Financial Advisor Jobs in Vermont

Remote Ex Financial Advisor information

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

Can a remote ex financial advisor work remotely?

A remote ex financial advisor can work remotely if they have the necessary licenses, certifications, and access to secure communication tools. Many financial advisory roles are now performed remotely, especially if the advisor maintains compliance with industry regulations and client confidentiality standards.

What are popular job titles related to Remote Ex Financial Advisor jobs in Vermont?

For Remote Ex Financial Advisor jobs in Vermont, the most frequently searched job titles are:

What job categories do people searching Remote Ex Financial Advisor jobs in Vermont look for?

The top searched job categories for Remote Ex Financial Advisor jobs in Vermont are:

What cities in Vermont are hiring for Remote Ex Financial Advisor jobs?

Cities in Vermont with the most Remote Ex Financial Advisor job openings:

Remote Ex Financial Advisor jobs near you

Remote Account Sales Representative

Stratford Davis

Burlington, VT • Remote

$85K - $150K/yr

Full-time

Posted 27 days ago

Job description

Tired of the daily commute? Ready for a life-changing, work-from-home career?

Stratford Davis is expanding! We are looking for highly motivated Account Sales Representatives to join our fast-growing, fully remote sales team.

This is more than just another remote job, it’s a true career opportunity offering complete autonomy and the chance to make a meaningful impact. You will help individuals and families secure their financial future through Life Insurance, Indexed Universal Life (IULs), and Annuities.

If you are driven, coachable, and hungry for success, this role offers the ultimate flexibility and income potential you’ve been searching for.

What You’ll Do as an Account Sales Representative
  • As a trusted advisor, you’ll guide clients through important financial decisions—all from the comfort of your home:
  • Work From Home Sales: Connect virtually with pre-qualified, warm leads (absolutely no cold calling!).
  • Client Relationship Management: Build trust and long-term relationships through engaging, consultative conversations.
  • Needs Analysis: Dive deep into each client’s unique financial goals to tailor personalized solutions.
  • Virtual Presentations: Educate clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
  • End-to-End Sales Process: Manage the client journey smoothly from initial contact to policy implementation.
  • CRM Management: Keep your pipeline organized and track client interactions using our proven systems.
Why Join Stratford Davis?
  • We set you up to win from day one. Here is what we offer:
  • Flexible Workweek: Design your own schedule and enjoy a streamlined 3–4 working days per week.
  • No Prospecting Needed: Say goodbye to chasing leads. Work exclusively with warm, pre-screened leads provided directly to you.
  • World-Class Training Included: Gain free access to premium training materials and live, interactive coaching sessions.
  • Premium Sales Tools: Utilize state-of-the-art sales technology and CRMs at zero cost to you.
  • Ongoing Development: Fast-track your career with direct access to dedicated mentors and top industry experts.
  • Incentive Getaways: Pack your bags! Earn all-expenses-paid international luxury trips based on your performance.
Who We’re Looking For
  • We value drive and attitude over a resume. We are looking for:
  • Strong Communicators: Professionals who can captivate and connect with clients in a remote sales environment.
  • Self-Motivated Go-Getters: People who take full ownership of their results and daily schedule.
  • Growth-Minded Individuals: Goal-oriented learners who are always looking to level up.
  • Relationship Builders: Compassionate individuals who genuinely enjoy helping others make confident financial decisions.
  • Sales experience is helpful, but not required. We provide full, comprehensive training!

This position is Commission-Based, offering uncapped earning potential. Your income is directly tied to your effort, putting you in complete control of your financial destiny.

Ready to Work From Home and Control Your Income?

If you’re looking for a remote sales career that offers true flexibility, freedom, and high earning potential, your search ends here.



Apply today and take the first step towards your new success story!