Remote Inbound Financial Solutions Specialist

Stratford Davis; Austin (TX); Remote; USD 38,000 - 62,000; Full time

Job summary

Stratford Davis in Austin, Texas is seeking a Remote Inbound Representative to help clients plan their financial future. You will work with clients to understand their needs, offer strategic recommendations, and guide them toward informed financial decisions from the comfort of your home.

This role fosters independence with mentorship, ongoing training, and a supportive team. Success comes from initiative, consistency, and building lasting client relationships in a flexible, fully remote

Qualifications

• Genuine interest in helping people improve their financial well-being.
• Strong verbal communication and relationship-building abilities.
• Goal-oriented mindset with the drive to succeed in a performance-based role.
• Ability to work independently and manage time effectively.
• High level of professionalism and ethical decision-making.
• Background in sales, finance, or customer service is helpful, but not required.
• Work Flexibility: Fully remote role with control over your own schedule.
• Training & Development: Access to structured onboarding, ongoing coaching, and professional growth resources.
• Commission-Based Opportunity: commission structure with unlimited income potential.
• Supportive Environment: Work alongside a team that provides mentorship and guidance.
• Insurance Options: Life insurance coverage and access to healthcare exchange plans (medical, dental, vision).
• Incentives & Rewards: Eligibility for bonuses, recognition programs, and performance-based rewards.
• Travel Opportunities: Qualify for incentive trips and exclusive experiences based on performance.

Responsibilities

• Generate new business opportunities through outreach, networking, and referrals
• Meet with clients virtually to evaluate their financial goals and current situations
• Develop customized strategies and present solutions that align with client needs
• Build long-term relationships by offering continuous support and value
• Stay up to date with industry knowledge, product offerings, and compliance standards
• Conduct your work with professionalism, accountability, and integrity

Job description

Stratford Davis in Austin, Texas is seeking a Remote Inbound Representative to help clients plan their financial future. You will work with clients to understand their needs, offer strategic recommendations, and guide them toward informed financial decisions from the comfort of your home.

This role fosters independence with mentorship, ongoing training, and a supportive team. Success comes from initiative, consistency, and building lasting client relationships in a flexible, fully remote