Remote Inbound Financial Advisor (Commission-Based)

Stratford Davis LLC; Fort Lauderdale (FL); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Life insurance

Healthcare plans

Mentorship program

Bonuses & incentives

Remote work

Job summary

Stratford Davis LLC is seeking a remote inbound representative to help individuals and families plan their financial futures. You will meet with clients virtually, evaluate goals, and present customized strategies designed for long-term success.

The role offers mentorship, structured onboarding, and ongoing coaching within a supportive team. You can build lasting client relationships while working independently in a fully remote setup and earning performance-based commissions.

Qualifications

• A genuine interest in helping people improve their financial well-being.
• Strong verbal communication and relationship-building abilities.
• Goal-oriented mindset with drive to succeed in a performance-based role.
• Ability to work independently and manage time effectively.
• High level of professionalism and ethical decision-making.
• Background in sales, finance, or customer service is helpful but not required.

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 work with professionalism, accountability, and integrity.

Skills

Verbal communication

Relationship-building

Goal-oriented

Independent work

Professionalism

Ethical decision-making

Customer service experience

Job description

Stratford Davis LLC is seeking a remote inbound representative to help individuals and families plan their financial futures. You will meet with clients virtually, evaluate goals, and present customized strategies designed for long-term success.

The role offers mentorship, structured onboarding, and ongoing coaching within a supportive team. You can build lasting client relationships while working independently in a fully remote setup and earning performance-based commissions.