Remote Inbound Financial Solutions Consultant

Stratford Davis LLC; Boston (MA); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Fully remote

Mentorship program

Structured onboarding

Performance-based bonuses

Job summary

Stratford Davis LLC in the United States seeks a Remote Inbound Representative to help individuals and families plan for their financial future. You will work with clients remotely to assess needs, provide strategic recommendations, and guide informed decisions.

The role offers independence with mentorship, ongoing training, and a support system. Success stems from initiative, consistency, and building lasting client relationships.

Qualifications

• Excellent verbal communication and relationship-building abilities are essential.
• Goal-oriented mindset with the drive to succeed in a performance-based role.
• Ability to work independently and manage time effectively.

Responsibilities

• Generate new business opportunities through outreach, networking, and referrals.
• Meet with clients virtually to assess their financial goals and current situations.
• Develop customized strategies and present solutions aligned with client needs.
• Build long-term client relationships through ongoing support and value.
• Stay updated on industry knowledge, products, and compliance standards.
• Maintain professionalism, accountability, and integrity in all work.

Skills

Verbal communication

Relationship-building

Goal-oriented

Time management

Independent work

Job description

Stratford Davis LLC in the United States seeks a Remote Inbound Representative to help individuals and families plan for their financial future. You will work with clients remotely to assess needs, provide strategic recommendations, and guide informed decisions.

The role offers independence with mentorship, ongoing training, and a support system. Success stems from initiative, consistency, and building lasting client relationships.