Remote Inbound Financial Solutions Advisor

Stratford Davis LLC; New Jersey; À distance; USD 42 000 - 72 000; Plein temps

Résumé du poste

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

This role is fully remote with structured onboarding, ongoing coaching, and a performance-based commission plan. You’ll build lasting client relationships, stay compliant, and accelerate your professional growth through

Qualifications

• Strong verbal communication and relationship-building abilities.
• Goal‑oriented with drive in a performance-based role.
• Background in sales, finance, or customer service helpful but not required.
• Fully remote role with flexible scheduling.
• Structured onboarding, ongoing coaching, and growth resources.

Responsabilités

• 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.

Connaissances

Verbal communication

Relationship building

Independent work

Time management

Professionalism

Ethical decisions

Description du poste

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

This role is fully remote with structured onboarding, ongoing coaching, and a performance-based commission plan. You’ll build lasting client relationships, stay compliant, and accelerate your professional growth through