Remote Financial Wellness Advisor

Stratford Davis LLC; San Antonio (TX); Remote; USD 35,000 - 55,000; Full time

Benefits offered by this job

Mentorship and training

Commission-based earnings

Bonuses and incentives

Flexible schedule

Life insurance

Healthcare plans

Job summary

Stratford Davis LLC in the United States is seeking a Remote Inbound Representative to work directly with clients, understand their financial needs, and guide them toward informed decisions using proven tools and resources.

This role offers independence with mentorship, structured onboarding, ongoing coaching, and a performance-based compensation model featuring commission and potential bonuses, all within a supportive team.

Qualifications

• 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

Communication

Relationship-building

Goal-oriented

Independent work

Professionalism

Sales/Finance background helpful

Job description

Stratford Davis LLC in the United States is seeking a Remote Inbound Representative to work directly with clients, understand their financial needs, and guide them toward informed decisions using proven tools and resources.

This role offers independence with mentorship, structured onboarding, ongoing coaching, and a performance-based compensation model featuring commission and potential bonuses, all within a supportive team.