Remote Inbound Financial Solutions Advisor

Stratford Davis LLC; North Dakota; A distancia; USD 40.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Commission-based income

Fully remote with flexible schedule

Mentorship and training

Health insurance options

Descripción de la vacante

Stratford Davis LLC is seeking a Remote Inbound Representative to help clients plan their financial future. You’ll work with clients to assess needs, offer strategic recommendations, and guide them toward informed decisions.

In this fully remote role, you’ll generate opportunities, build lasting relationships, and benefit from mentorship, training, and a performance-based compensation structure with commission potential.

Formación

• Interest in helping people improve their financial well-being.
• Ability to work independently with strong time management.
• Professional and ethical decision-making in client interactions.

Responsabilidades

• Generate new opportunities through outreach, networking, and referrals.
• Meet with clients virtually to evaluate financial goals and situations.
• Develop customized strategies and present solutions for client needs.
• Build long-term relationships by offering ongoing support.
• Stay updated on industry knowledge, product offerings, and compliance.

Conocimientos

Verbal communication

Relationship-building

Self-motivation

Professionalism

Time management

Ethical decision-making

Sales experience helpful

Descripción del empleo

Stratford Davis LLC is seeking a Remote Inbound Representative to help clients plan their financial future. You’ll work with clients to assess needs, offer strategic recommendations, and guide them toward informed decisions.

In this fully remote role, you’ll generate opportunities, build lasting relationships, and benefit from mentorship, training, and a performance-based compensation structure with commission potential.