Remote Inbound Financial Solutions Advisor

Stratford Davis LLC; Reno (NV); Remote; USD 50,000 - 90,000; Full time

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to guide clients toward informed financial decisions from a fully remote setup. You will generate opportunities, assess client goals online, and present tailored strategies while building lasting relationships and delivering ongoing support.

The role emphasizes mentorship, structured onboarding, and performance-based rewards with commission incentives. You’ll operate with professionalism, independence, and a client-first mindset.

Qualifications

• Strong verbal communication and relationship-building abilities.
• Ability to work independently and manage time effectively.
• Performance-based role with commission incentives.
• Flexible, fully remote schedule.

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

Goal-oriented

Independent work

Professionalism

Ethical decision-making

Sales / customer service experience

Remote work readiness

Mentorship & training

Job description

Stratford Davis LLC is seeking a Remote Inbound Representative to guide clients toward informed financial decisions from a fully remote setup. You will generate opportunities, assess client goals online, and present tailored strategies while building lasting relationships and delivering ongoing support.

The role emphasizes mentorship, structured onboarding, and performance-based rewards with commission incentives. You’ll operate with professionalism, independence, and a client-first mindset.