Remote Inbound Financial Solutions Advisor

Stratford Davis LLC; Georgia; Remote; USD 25,000 - 39,000; Full time

Benefits offered by this job

Remote work

Mentorship and onboarding

Commission-based pay

Health insurance options

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You will engage clients, assess needs, and guide them toward informed decisions using a range of tools, while building lasting relationships and delivering value through ongoing support.

You’ll join a mentorship-driven environment with structured onboarding, flexible scheduling, and performance-based compensation, including commissions for successful outcomes and

Qualifications

• Genuine interest in helping people improve their financial well-being.
• Strong verbal communication and relationship-building abilities.
• Goal-oriented mindset with the drive to succeed in a performance-based role.
• Ability to work independently and manage time effectively.
• High level of professionalism and ethical decision-making.

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

Self-motivation

Time management

Job description

Stratford Davis LLC is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You will engage clients, assess needs, and guide them toward informed decisions using a range of tools, while building lasting relationships and delivering value through ongoing support.

You’ll join a mentorship-driven environment with structured onboarding, flexible scheduling, and performance-based compensation, including commissions for successful outcomes and