Remote Inbound Financial Solutions Specialist

Stratford Davis LLC; Pennsylvania; Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Life insurance

Healthcare plans

Bonuses & incentives

Flexible schedule

Mentorship & training

Travel opportunities

Job summary

Stratford Davis LLC in Philadelphia, PA is seeking a Remote Inbound Representative to help clients plan their financial futures. You will engage with individuals and families, assess needs, and guide them toward strategic, personalized financial solutions in a fully remote setting.

The role emphasizes independent work, ongoing mentorship, and a strong support system to build lasting client relationships while pursuing performance-based rewards and bonuses.

Qualifications

• Genuine interest in helping people improve financial well-being
• Strong verbal communication and relationship-building abilities
• Goal-oriented mindset with 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
• Willingness to work a fully remote schedule
• Willingness to engage in onboarding and coaching

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 ongoing 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 LLC in Philadelphia, PA is seeking a Remote Inbound Representative to help clients plan their financial futures. You will engage with individuals and families, assess needs, and guide them toward strategic, personalized financial solutions in a fully remote setting.

The role emphasizes independent work, ongoing mentorship, and a strong support system to build lasting client relationships while pursuing performance-based rewards and bonuses.