Remote Financial Growth Consultant

Stratford Davis LLC; Fort Worth (TX); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Life insurance

Healthcare plans

Bonuses and rewards

Travel incentives

Structured onboarding and coaching

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to work directly with clients, understand their needs, and guide them toward informed financial decisions. You will use proven tools to create personalized solutions and support long-term client success.

This fully remote role offers mentorship, ongoing coaching, and a performance-based compensation structure with opportunities for bonuses and rewards.

Qualifications

• Excellent verbal communication and active listening skills.
• Ability to build long-term client relationships.
• Strong time management and self-discipline in a fully remote setting.
• Professional conduct and ethical decision-making.

Responsibilities

• Generate new business opportunities through outreach, networking, and referrals.
• Meet with clients virtually to evaluate financial goals and current situations.
• Develop customized strategies and present solutions that align with client needs.
• Build long-term relationships by offering ongoing support and value.
• Stay up to date with industry knowledge, product offerings, and compliance standards.
• Conduct work with professionalism and integrity.

Skills

Verbal communication

Relationship-building

Time management

Professionalism

Ethical decision-making

Independent work

Sales/Finance background

Job description

Stratford Davis LLC is seeking a Remote Inbound Representative to work directly with clients, understand their needs, and guide them toward informed financial decisions. You will use proven tools to create personalized solutions and support long-term client success.

This fully remote role offers mentorship, ongoing coaching, and a performance-based compensation structure with opportunities for bonuses and rewards.