Remote Inbound Financial Growth Advisor

Stratford Davis LLC; Cincinnati (OH); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Mentorship & training

Commission-based earnings

Flexible scheduling

Professional development

Job summary

Stratford Davis LLC in Cincinnati, OH, is seeking a Remote Inbound Representative who can autonomously guide clients through financial planning conversations, assess needs, and present tailored solutions with a focus on long-term relationships.

This role offers flexible scheduling, mentorship, structured onboarding, and a performance-based commission plan, with opportunities for growth and professional development in a supportive, remote work environment.

Qualifications

• Excellent verbal communication and listening skills.
• Ability to build rapport and trust with clients.
• Self-motivated with strong time-management abilities.
• Goal-driven, comfortable in a performance-based role.

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

Time management

Goal-oriented

Job description

Stratford Davis LLC in Cincinnati, OH, is seeking a Remote Inbound Representative who can autonomously guide clients through financial planning conversations, assess needs, and present tailored solutions with a focus on long-term relationships.

This role offers flexible scheduling, mentorship, structured onboarding, and a performance-based commission plan, with opportunities for growth and professional development in a supportive, remote work environment.