Remote Inbound Financial Solutions Rep

Stratford Davis LLC; Des Moines (IA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Life insurance

Healthcare exchange plans

Bonuses & rewards

Incentive trips

Remote work

Mentorship & coaching

Professional development

Job summary

Stratford Davis LLC in Des Moines, IA, seeks a Remote Inbound Representative to help individuals plan their financial future. You will engage clients, assess needs, and present tailored recommendations through virtual meetings, using proven tools to craft personalized solutions.

This role offers independence with mentorship, structured onboarding, and ongoing coaching. Success relies on initiative, consistency, and building lasting relationships, with a commission-based earnings potential and

Qualifications

• Interest in helping people improve financial well-being.
• Strong communication and relationship-building abilities.
• Performance-based, commission-driven environment.
• Ability to manage time and work independently.
• Professional demeanor and sound judgment.

Responsibilities

• Generate new business opportunities via outreach, networking, and referrals.
• Meet with clients virtually to assess financial goals and current situations.
• Develop customized strategies and present suitable solutions.
• Build long-term relationships by providing ongoing support and value.
• Stay informed about industry knowledge, products, and compliance standards.
• Conduct work with professionalism, accountability, and integrity.

Skills

People oriented

Verbal communication

Relationship building

Goal oriented

Independence

Professionalism

Ethical decision making

Job description

Stratford Davis LLC in Des Moines, IA, seeks a Remote Inbound Representative to help individuals plan their financial future. You will engage clients, assess needs, and present tailored recommendations through virtual meetings, using proven tools to craft personalized solutions.

This role offers independence with mentorship, structured onboarding, and ongoing coaching. Success relies on initiative, consistency, and building lasting relationships, with a commission-based earnings potential and