Remote Inbound Financial Solutions Advisor

Stratford Davis LLC; Kansas City (MO); Remote; USD 35,000 - 60,000; Full time

Benefits offered by this job

Commissions

Mentorship program

Remote work

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to help individuals plan for their financial future. You will work directly with clients to understand needs, provide strategic recommendations, and guide them toward informed financial decisions.

This role offers independence with mentorship, structured onboarding, ongoing coaching, and a commission-based earning potential. You’ll build lasting client relationships while staying current on industry knowledge, products, and

Qualifications

• Genuine interest in helping people improve their financial well-being.
• Strong verbal communication and relationship-building abilities.
• Goal-oriented mindset with 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

Time management

Professionalism

Ethical decision-making

Independent work

Customer service experience

Job description

Stratford Davis LLC is seeking a Remote Inbound Representative to help individuals plan for their financial future. You will work directly with clients to understand needs, provide strategic recommendations, and guide them toward informed financial decisions.

This role offers independence with mentorship, structured onboarding, ongoing coaching, and a commission-based earning potential. You’ll build lasting client relationships while staying current on industry knowledge, products, and