Remote Inbound Financial Advisor - Commission & Growth

Stratford Davis; Bismarck (ND); Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Remote work

Commission-based compensation

Training & development

Bonuses & rewards

Travel incentives

Mentorship and guidance

Life insurance & healthcare exchange

Job summary

Stratford Davis in the United States is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You will work with clients to understand their needs, provide strategic recommendations, and guide them toward informed financial decisions, all from a fully remote setting.

This role offers ongoing mentorship, structured onboarding, and a performance-based compensation model with commissions, bonuses, and rewards.

Qualifications

• Excellent verbal communication and client relationship skills.
• Ability to work independently in a performance-based role.
• Comfort with a remote, flexible schedule.

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

Self-motivation

Time management

Professionalism

Job description

Stratford Davis in the United States is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You will work with clients to understand their needs, provide strategic recommendations, and guide them toward informed financial decisions, all from a fully remote setting.

This role offers ongoing mentorship, structured onboarding, and a performance-based compensation model with commissions, bonuses, and rewards.