Remote Inbound Financial Solutions Advisor

Stratford Davis; Baltimore (MD); Remote; USD 50,000 - 85,000; Full time

Benefits offered by this job

Fully remote role

Structured onboarding

Mentorship and coaching

Commission-based pay with uncappedearn

Job summary

Stratford Davis in Baltimore is seeking a Remote Inbound Representative to work directly with clients, assess their needs, and guide them toward informed financial decisions using proven tools and resources.

This fully remote, commission-only role offers mentorship, structured onboarding, and flexible hours, empowering you to build lasting client relationships while pursuing personal and professional growth.

Qualifications

• Excellent verbal communication and listening skills.
• Ability to build lasting client relationships.
• Self-motivated with a results-driven mindset.
• Strong time-management and organizational skills.
• Professionalism and ethical conduct in client interactions.

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
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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 skills

Relationship building

Goal oriented

Time management

Professionalism

Job description

Stratford Davis in Baltimore is seeking a Remote Inbound Representative to work directly with clients, assess their needs, and guide them toward informed financial decisions using proven tools and resources.

This fully remote, commission-only role offers mentorship, structured onboarding, and flexible hours, empowering you to build lasting client relationships while pursuing personal and professional growth.