Remote Inbound Financial Sales Consultant

Stratford Davis LLC; Des Moines (IA); Remote; USD 40,000 - 65,000; Full time

Job summary

Stratford Davis LLC in Des Moines is seeking a Remote Inbound Representative to engage clients, assess needs, and guide financial decisions. You’ll work virtually, helping families plan for their financial future with personalized strategies and ongoing support.

You’ll build relationships, stay informed on products and compliance, and thrive in a performance-driven environment with mentorship and flexible scheduling. This is a remote, career-building opportunity with commission-based rewards.

Qualifications

• Strong communication and relationship-building abilities.
• Ability to work independently with good time management.
• Background in sales, finance, or customer service is helpful but not required.

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

Communication

Relationship building

Time management

Sales

Job description

Stratford Davis LLC in Des Moines is seeking a Remote Inbound Representative to engage clients, assess needs, and guide financial decisions. You’ll work virtually, helping families plan for their financial future with personalized strategies and ongoing support.

You’ll build relationships, stay informed on products and compliance, and thrive in a performance-driven environment with mentorship and flexible scheduling. This is a remote, career-building opportunity with commission-based rewards.