Remote Inbound Financial Solutions Advisor

Stratford Davis LLC; Minneapolis (MN); A distancia; USD 35.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully remote

Commission-based pay

Mentorship program

Structured onboarding

Healthcare options

Life insurance

Bonus opportunities

Incentive trips

Descripción de la vacante

Stratford Davis LLC in Minneapolis, MN is seeking a Remote Inbound Representative to help individuals plan their financial future. You will engage clients, assess needs, and present strategic recommendations to empower informed decisions.

This role offers full remote flexibility, mentorship, ongoing coaching, and a commission-based compensation structure with unlimited earning potential. You’ll build lasting relationships, stay current on compliance and product options, and work independently in

Formación

• Genuine interest in helping people improve their financial well-being.
• Strong verbal communication and relationship-building abilities.
• Goal-oriented mindset with performance-driven results.
• Ability to work independently and manage time effectively.
• Professionalism and ethical decision-making.
• Background in sales, finance, or customer service is helpful but not required.
• Fully remote role with control over your schedule.
• Structured onboarding and ongoing coaching available.

Responsabilidades

• Generate new business opportunities through outreach, networking, and referrals.
• Meet with clients virtually to evaluate 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.

Conocimientos

Verbal communication

Relationship building

Goal oriented

Time management

Professionalism

Herramientas

CRM

Sales tools

Descripción del empleo

Stratford Davis LLC in Minneapolis, MN is seeking a Remote Inbound Representative to help individuals plan their financial future. You will engage clients, assess needs, and present strategic recommendations to empower informed decisions.

This role offers full remote flexibility, mentorship, ongoing coaching, and a commission-based compensation structure with unlimited earning potential. You’ll build lasting relationships, stay current on compliance and product options, and work independently in