Remote Financial Solutions Advisor (Inbound Sales)

Stratford Davis LLC; Boise (ID); Remote; USD 50.000 - 85.000; Vollzeit

Benefits dieser Stelle

Remote work

Flexible schedule

On-going training

Performance-based bonuses

Life insurance

Healthcare options

Zusammenfassung

Stratford Davis LLC in Boise, ID is hiring a Remote Inbound Representative to help individuals and families plan for their financial future. You will work with clients to understand needs, provide recommendations, and guide informed financial decisions from a remote setting.

You'll generate opportunities, meet clients virtually, and build lasting relationships while receiving mentorship, structured onboarding, and ongoing coaching in a supportive team environment.

Qualifikationen

• Genuine interest in helping people improve their financial well-being.
• Strong verbal communication and relationship-building abilities.
• Goal-oriented mindset with drive to succeed in a performance-based role.
• Ability to work independently and manage time effectively.
• High level of professionalism and ethical decision-making.
• Background in sales, finance, or customer service is helpful but not required.
• Work flexibility: Fully remote role with control over your own schedule.
• Training & Development: Structured onboarding, ongoing coaching and growth resources.
• Commission-based compensation with unlimited income potential.
• Supportive environment: Mentorship and guidance

Aufgaben

• 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

Kenntnisse

Communication

Relationship-building

Goal-oriented

Independence

Professionalism

Tools

CRM software

MS Office

Jobbeschreibung

Stratford Davis LLC in Boise, ID is hiring a Remote Inbound Representative to help individuals and families plan for their financial future. You will work with clients to understand needs, provide recommendations, and guide informed financial decisions from a remote setting.

You'll generate opportunities, meet clients virtually, and build lasting relationships while receiving mentorship, structured onboarding, and ongoing coaching in a supportive team environment.