Remote Inbound Financial Sales Advisor

Stratford Davis LLC; Atlanta (GA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Remote work

Commission-based pay

Structured onboarding

Life insurance options

Healthcare options

Bonuses & rewards

Travel incentives

Job summary

Stratford Davis LLC in Atlanta, GA seeks a Remote Inbound Representative to help individuals plan their financial future. You’ll work directly with clients to understand needs, provide strategic recommendations, and guide them toward informed financial decisions using proven tools and resources.

This remote, mentor-supported role rewards initiative and consistency with commission-based income. You’ll meet clients virtually, build lasting relationships, stay updated on industry knowledge, and

Qualifications

• Strong verbal communication and ability to build client relationships.
• Goal-oriented mindset with the drive to succeed in a performance-based role.
• 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 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

People-oriented

Self-management

Professionalism

Integrity

Time management

Job description

Stratford Davis LLC in Atlanta, GA seeks a Remote Inbound Representative to help individuals plan their financial future. You’ll work directly with clients to understand needs, provide strategic recommendations, and guide them toward informed financial decisions using proven tools and resources.

This remote, mentor-supported role rewards initiative and consistency with commission-based income. You’ll meet clients virtually, build lasting relationships, stay updated on industry knowledge, and