Remote Inbound Financial Advisor - Commission-Based

Stratford Davis LLC; Bismarck (ND); Remote; USD 40,000 - 75,000; Full time

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to guide clients toward informed financial decisions. You will work with individuals and families, crafting personalized strategies and maintaining long-term client relationships.

The role offers a fully remote schedule with mentorship, ongoing coaching, and development resources. Success is driven by initiative, consistency, and performance-based rewards within a supportive team environment.

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

Verbal communication

Relationship building

Independent worker

Time management

Professionalism

Sales/finance background helpful

Job description

Stratford Davis LLC is seeking a Remote Inbound Representative to guide clients toward informed financial decisions. You will work with individuals and families, crafting personalized strategies and maintaining long-term client relationships.

The role offers a fully remote schedule with mentorship, ongoing coaching, and development resources. Success is driven by initiative, consistency, and performance-based rewards within a supportive team environment.