Remote Inbound Financial Consultant - Commission & Growth

Stratford Davis LLC; Tampa (FL); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Flexible remote schedule

Bonuses & rewards

Health insurance options

Mentorship & training

Travel incentives

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative in Tampa, FL to help clients plan their financial future. The role offers independence, ongoing mentorship, and a strong support system, with commission-based earnings and flexibility in scheduling.

You will engage with clients virtually, assess needs, and propose tailored financial strategies while maintaining professional standards and compliance. Comprehensive onboarding and coaching are provided.

Qualifications

• Strong verbal communication and relationship-building abilities.
• Goal-oriented, performance-based role mindset.
• Ability to work independently with effective time management.
• High level of professionalism and ethical decision-making.

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 work with professionalism, accountability, and integrity.

Skills

Verbal communication

Relationship building

Self-motivation

Time management

Professionalism

Sales orientation

Job description

Stratford Davis LLC is seeking a Remote Inbound Representative in Tampa, FL to help clients plan their financial future. The role offers independence, ongoing mentorship, and a strong support system, with commission-based earnings and flexibility in scheduling.

You will engage with clients virtually, assess needs, and propose tailored financial strategies while maintaining professional standards and compliance. Comprehensive onboarding and coaching are provided.