Remote Inbound Financial Advisor — Commission & Growth

Stratford Davis LLC; Cincinnati (OH); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Life insurance

Healthcare plans

Bonuses and incentives

Travel incentives

Mentorship program

Structured onboarding

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to engage clients virtually, understand financial needs, and guide decision-making with strategic recommendations. You will operate from a home-based setting with mentorship and structured onboarding, while benefiting from a commission-based opportunity with unlimited income potential.

You will develop personalized solutions, build lasting client relationships, and stay current on industry knowledge, product offerings, and compliance

Qualifications

• Excellent verbal communication and rapport-building across client interactions.
• Ability to work independently with strong time management and accountability.
• 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 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

Verbal communication

Relationship building

Goal oriented

Independent work

Professionalism

Sales/Finance/Customer Service背景は可

Job description

Stratford Davis LLC is seeking a Remote Inbound Representative to engage clients virtually, understand financial needs, and guide decision-making with strategic recommendations. You will operate from a home-based setting with mentorship and structured onboarding, while benefiting from a commission-based opportunity with unlimited income potential.

You will develop personalized solutions, build lasting client relationships, and stay current on industry knowledge, product offerings, and compliance