Remote Inbound Financial Advisor

Stratford Davis LLC; Chicago (IL); Remote; USD 42,000 - 74,000; Full time

Benefits offered by this job

Commission-based income

Mentorship & training

Fully remote role

Bonuses & rewards

Healthcare options

Life insurance coverage

Incentive trips

Job summary

Stratford Davis LLC seeks a Remote Inbound Representative to help individuals and families plan for their financial future. You will work directly with clients to understand needs, provide strategic recommendations, and guide them toward informed financial decisions.

This fully remote role offers mentorship, structured onboarding, ongoing coaching, and a performance-based commission structure with potential bonuses. You’ll operate independently while supported by a strong team and resources.

Qualifications

• Excellent verbal communication and interpersonal skills.
• Ability to build lasting client relationships and assess needs.
• Self-motivated with a focus on results 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 your work with professionalism, accountability, and integrity.

Skills

Strong communication

Relationship building

Independence

Time management

Professionalism

Sales background helpful

Job description

Stratford Davis LLC seeks a Remote Inbound Representative to help individuals and families plan for their financial future. You will work directly with clients to understand needs, provide strategic recommendations, and guide them toward informed financial decisions.

This fully remote role offers mentorship, structured onboarding, ongoing coaching, and a performance-based commission structure with potential bonuses. You’ll operate independently while supported by a strong team and resources.