Remote Inbound Financial Solutions Advisor

Stratford Davis LLC; Des Moines (IA); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Commission-based income

Bonuses

Mentorship

Healthcare options

Life insurance

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to engage clients, assess financial goals, and present tailored recommendations. You’ll work virtually, building lasting relationships while benefiting from mentorship, training, and performance-based rewards.

Ideal candidates are self-motivated, organized, and capable of managing their own schedule in a fully remote setting, with a focus on professional conduct and client satisfaction.

Qualifications

• Strong verbal communication and relationship-building abilities.
• Goal-oriented, performance-based role with initiative.
• Ability to work independently and manage time effectively.
• High level of professionalism and ethical decision-making.

Responsibilities

• Generate new business opportunities through outreach and referrals.
• Meet with clients virtually to evaluate financial goals and situations.
• Develop customized strategies and present solutions that meet 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 work with professionalism, accountability, and integrity.

Skills

Verbal communication

Relationship-building

Self-motivation

Time management

Professionalism

Ethical judgment

Job description

Stratford Davis LLC is seeking a Remote Inbound Representative to engage clients, assess financial goals, and present tailored recommendations. You’ll work virtually, building lasting relationships while benefiting from mentorship, training, and performance-based rewards.

Ideal candidates are self-motivated, organized, and capable of managing their own schedule in a fully remote setting, with a focus on professional conduct and client satisfaction.