Remote Inbound Financial Solutions Consultant

Stratford Davis LLC; Pennsylvania; Remote; USD 35,000 - 65,000; Full time

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You will engage clients virtually, assess goals, and present strategic solutions designed for long-term success.

You’ll work independently within a supportive framework offering mentorship, structured onboarding, and training. A performance-based, commission-driven environment provides opportunities for growth and higher income potential.

Qualifications

• Excellent verbal communication and ability to build relationships.
• Comfort with a commission-based structure.
• Fully remote role with a flexible schedule.
• Ability to work independently.
• Sales, finance, or customer service background helpful.

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 aligned with client needs.
• Build long-term relationships by offering ongoing support and value.
• Stay up to date with industry knowledge, product offerings, and compliance standards.
• Conduct work with professionalism, accountability, and integrity.

Skills

Communication

Relationship-building

Time management

Independent work

Ethical decision-making

Sales / customer service experience (a

Education

High school diploma or equivalent

Tools

CRM software

Video conferencing tools

Job description

Stratford Davis LLC is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You will engage clients virtually, assess goals, and present strategic solutions designed for long-term success.

You’ll work independently within a supportive framework offering mentorship, structured onboarding, and training. A performance-based, commission-driven environment provides opportunities for growth and higher income potential.