Remote Inbound Financial Solutions Advisor

Stratford Davis; Shreveport (LA); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Life insurance

Medical, dental, vision

Bonuses

Incentives & rewards

Travel opportunities

Structured onboarding & coaching

Job summary

Stratford Davis is seeking a Remote Inbound Representative to help individuals and families plan their financial future. You will engage with clients virtually, assess needs, and offer strategic recommendations to guide informed decisions.

The role is fully remote with a performance-based commission structure, backed by onboarding, ongoing coaching, and a supportive team environment. Expect mentorship and opportunities for professional growth.

Qualifications

• Genuine interest in helping people improve financial wellbeing.
• Strong verbal communication and relationship-building abilities.
• Goal-oriented 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 financial goals and current situations.
• Develop customized strategies and present solutions to align with client needs.
• Build long-term relationships by offering ongoing support and value.
• Stay up to date with industry knowledge, product offerings, and compliance.
• Conduct work with professionalism, accountability, and integrity.

Skills

Verbal communication

Relationship-building

Self-motivation

Time management

Professionalism

Ethical decision-making

Job description

Stratford Davis is seeking a Remote Inbound Representative to help individuals and families plan their financial future. You will engage with clients virtually, assess needs, and offer strategic recommendations to guide informed decisions.

The role is fully remote with a performance-based commission structure, backed by onboarding, ongoing coaching, and a supportive team environment. Expect mentorship and opportunities for professional growth.