Remote Inbound Financial Solutions Consultant

Stratford Davis LLC; Florida; Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Commission-based earnings

Bonuses and rewards

Travel incentives

Life insurance

Healthcare options

Job summary

Stratford Davis LLC in Charlotte, United States, is seeking a Remote Inbound Representative to help individuals plan their financial future. You will work with clients remotely to assess goals, propose personalized strategies, and guide them toward informed decisions, while receiving mentorship and structured onboarding.

This role offers flexible scheduling, ongoing coaching, and potential for bonuses through performance, with life and health insurance options.

Qualifications

• Excellent communication skills and empathy.
• Comfort with performance-based roles and targets.
• Ability to work independently with flexible schedule.
• Interest in helping clients with financial well-being.

Responsibilities

• Generate new business opportunities via outreach, referrals, and networking.
• Meet clients virtually to assess financial goals and current situations.
• Develop customized strategies and present client-ready solutions.
• Build lasting relationships with ongoing support and value.
• Stay updated on industry knowledge, products, and compliance standards.
• Conduct work with professionalism, accountability, and integrity.

Skills

Verbal communication

Relationship-building

Time management

Sales aptitude

Independent work

Job description

Stratford Davis LLC in Charlotte, United States, is seeking a Remote Inbound Representative to help individuals plan their financial future. You will work with clients remotely to assess goals, propose personalized strategies, and guide them toward informed decisions, while receiving mentorship and structured onboarding.

This role offers flexible scheduling, ongoing coaching, and potential for bonuses through performance, with life and health insurance options.