Remote Inbound Financial Advisor

Stratford Davis LLC; Raleigh (NC); Remote; USD 25,000 - 34,000; Full time

Benefits offered by this job

Commission-based income

Life insurance

Healthcare exchange plans

Bonuses & rewards

Incentive trips

Job summary

Stratford Davis LLC in Raleigh, NC is seeking a fully remote Remote Inbound Representative to help clients plan their financial futures. You’ll engage with clients to understand needs and offer strategic recommendations that lead to informed financial decisions.

Expect mentorship, structured onboarding, and a performance-based commission. The role suits self-motivated professionals who value independence while contributing to a supportive team and long-term client relationships.

Qualifications

• Strong verbal communication and relationship-building abilities.
• Ability to work independently with time management.
• Background in sales, finance, or customer service helpful but not required.
• Fully remote role with self-paced schedule.

Responsibilities

• Generate new business opportunities through outreach and referrals.
• Meet with clients virtually to evaluate goals and current situations.
• Develop customized strategies and present solutions that align with client needs.
• Build long-term relationships with 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

Verbal communication

Relationship building

Time management

Goal oriented

Self-motivation

Remote work

Job description

Stratford Davis LLC in Raleigh, NC is seeking a fully remote Remote Inbound Representative to help clients plan their financial futures. You’ll engage with clients to understand needs and offer strategic recommendations that lead to informed financial decisions.

Expect mentorship, structured onboarding, and a performance-based commission. The role suits self-motivated professionals who value independence while contributing to a supportive team and long-term client relationships.