Remote Inbound Financial Advisor | Commission & Growth

Stratford Davis LLC; Nashville (TN); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Commission-based pay

Travel incentives

Life insurance

Healthcare options

Training & development

Mentorship

Performance bonuses

Remote work

Job summary

Stratford Davis LLC in Nashville, TN is seeking a Remote Inbound Representative to connect with clients, assess goals, and present personalized financial guidance. You’ll work independently from home, with ongoing mentorship and a structured onboarding program to support your growth.

In this role, you’ll generate opportunities, meet clients virtually, and build lasting relationships while staying current on products, compliance, and industry trends. Performance-based rewards apply.

Qualifications

• Strong verbal communication and relationship-building abilities.
• Ability to work independently with strong time-management skills.
• Interest in helping clients improve financial well-being.

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

Job description

Stratford Davis LLC in Nashville, TN is seeking a Remote Inbound Representative to connect with clients, assess goals, and present personalized financial guidance. You’ll work independently from home, with ongoing mentorship and a structured onboarding program to support your growth.

In this role, you’ll generate opportunities, meet clients virtually, and build lasting relationships while staying current on products, compliance, and industry trends. Performance-based rewards apply.