Remote Inbound Financial Solutions Specialist

Stratford Davis LLC; Des Moines (IA); Remote; USD 21,000 - 41,000; Full time

Benefits offered by this job

Fully remote

Commission-based income

Mentorship and coaching

Bonuses and rewards

Health insurance options

Job summary

Stratford Davis LLC in Des Moines, IA is seeking a Remote Inbound Representative to engage clients, assess financial needs, and present personalized recommendations. This role emphasizes independence, structured onboarding, and ongoing coaching in a performance-based environment.

You will generate opportunities, meet clients virtually, and build lasting relationships while staying current on compliance and product offerings.

Qualifications

• 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.

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

Self-management

Professionalism

Time management

Ethical decision-making

Sales/customer service experience (a +

Job description

Stratford Davis LLC in Des Moines, IA is seeking a Remote Inbound Representative to engage clients, assess financial needs, and present personalized recommendations. This role emphasizes independence, structured onboarding, and ongoing coaching in a performance-based environment.

You will generate opportunities, meet clients virtually, and build lasting relationships while staying current on compliance and product offerings.