Remote Financial Solutions Advisor

Stratford Davis LLC; Sacramento (CA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Fully remote

Commission-based earnings

Structured onboarding & mentorship

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to engage clients virtually, assess their financial goals, and present personalized solutions tailored to long-term success. You will operate independently while receiving mentorship, training, and ongoing coaching to build lasting client relationships.

The role emphasizes a performance-driven environment with schedule flexibility and opportunities for commissions, bonuses, and professional growth within a supportive team.

Qualifications

• A genuine interest in helping people improve their financial well-being.
• Strong verbal communication and relationship-building abilities.
• Goal-oriented mindset with the drive to succeed in a performance-based role.
• Ability to work independently and manage time effectively.
• High level of professionalism and ethical decision-making.

Responsibilities

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

Skills

Verbal communication

Relationship-building

Goal-oriented

Time management

Professionalism/ethics

Job description

Stratford Davis LLC is seeking a Remote Inbound Representative to engage clients virtually, assess their financial goals, and present personalized solutions tailored to long-term success. You will operate independently while receiving mentorship, training, and ongoing coaching to build lasting client relationships.

The role emphasizes a performance-driven environment with schedule flexibility and opportunities for commissions, bonuses, and professional growth within a supportive team.