Remote Inbound Finance Advisor — Flexible Hours & Commission

Stratford Davis LLC; Boston (MA); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Commission-based income

Life insurance

Healthcare options

Mentorship and training

Flexible schedule

Fully remote

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to engage clients, assess financial needs, and deliver tailored recommendations. You will work independently and remotely, while receiving mentorship and ongoing training to drive long-term client relationships.

The role emphasizes professionalism, ethical decision-making, and the ability to manage your own schedule in a fully remote environment. Commission-based opportunities and continuous coaching are offered to support growth.

Qualifications

• Genuine interest in helping people improve 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.

Skills

Verbal communication

Relationship building

Time management

Independent work

Professionalism

Ethical decision-making

Sales experience

Remote work

Job description

Stratford Davis LLC is seeking a Remote Inbound Representative to engage clients, assess financial needs, and deliver tailored recommendations. You will work independently and remotely, while receiving mentorship and ongoing training to drive long-term client relationships.

The role emphasizes professionalism, ethical decision-making, and the ability to manage your own schedule in a fully remote environment. Commission-based opportunities and continuous coaching are offered to support growth.