Remote Inbound Financial Planning Specialist

Stratford Davis LLC; New Jersey; Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Commission-based earnings

Fully remote role

Mentorship and coaching

Health insurance options

Job summary

Stratford Davis LLC in Burlington, United States, seeks a Remote Inbound Representative to help clients plan their financial future. You’ll work with clients to understand needs, offer strategic recommendations, and guide informed decisions from home.

This is a fully remote, commission-based role with onboarding and ongoing coaching. You’ll build lasting client relationships, stay current on industry knowledge, and operate with professionalism and integrity.

Qualifications

• Strong verbal communication and relationship-building abilities.
• Goal-oriented mindset with drive to succeed in a performance-based role.
• Ability to work independently and manage time effectively.
• High level of professionalism and ethical decision-making.
• Background in sales, finance, or customer service is helpful, but not required.
• Fully remote role with control over your own schedule.
• Structured onboarding, ongoing coaching, and professional growth resources.
• Commission-based opportunity with unlimited income potential.
• Supportive environment with mentorship and guidance.
• Travel opportunities based on performance.

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

Time management

Professionalism

Independent work

Sales/Finance/Customer service (helpfu

Job description

Stratford Davis LLC in Burlington, United States, seeks a Remote Inbound Representative to help clients plan their financial future. You’ll work with clients to understand needs, offer strategic recommendations, and guide informed decisions from home.

This is a fully remote, commission-based role with onboarding and ongoing coaching. You’ll build lasting client relationships, stay current on industry knowledge, and operate with professionalism and integrity.