Remote Inbound Financial Solutions Specialist

Stratford Davis LLC; Boston (MA); Remote; USD 42,000 - 60,000; Full time

Benefits offered by this job

Mentorship program

Structured onboarding

Commission-based pay

Bonuses and rewards

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative in the Boston area. You will engage clients virtually, assess financial goals, and present personalized recommendations to support long-term planning.

You’ll operate independently while benefiting from mentorship, ongoing training, and a supportive team. This performance-based role offers growth opportunities and potential bonuses based on results.

Qualifications

• Strong verbal communication and relationship-building abilities.
• Ability to work independently and manage time effectively.
• Professionalism and ethical decision-making.

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.

Skills

Verbal communication

Relationship-building

Goal-oriented

Time management

Professionalism

Independent work

Ethical judgment

Sales experience

Job description

Stratford Davis LLC is seeking a Remote Inbound Representative in the Boston area. You will engage clients virtually, assess financial goals, and present personalized recommendations to support long-term planning.

You’ll operate independently while benefiting from mentorship, ongoing training, and a supportive team. This performance-based role offers growth opportunities and potential bonuses based on results.