Remote Inbound Financial Wellness Advisor

Stratford Davis; Raleigh (NC); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Life insurance

Healthcare exchange plans (medical, rx

Dental coverage

Vision coverage

Bonuses and rewards

Incentive trips

Job summary

Stratford Davis is seeking a Remote Inbound Representative in the United States to work directly with clients, assess needs, and guide informed financial decisions. You’ll use proven tools to craft personalized solutions, while benefiting from mentorship and a strong support system.

The role emphasizes independence, ongoing coaching, and a commission-based income potential, with a focus on building lasting client relationships and professional, compliant service.

Qualifications

• Excellent verbal communication and active listening skills.
• Ability to build trust and lasting client relationships.
• Self-motivated with a focus on performance metrics.
• Professional conduct and ethical decision-making.

Responsibilities

• Generate new business opportunities through outreach, networking, and referrals.
• Meet with clients virtually to evaluate 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 work with professionalism, accountability, and integrity.

Skills

Verbal communication

Relationship-building

Independent work

Professionalism

Goal-oriented

Job description

Stratford Davis is seeking a Remote Inbound Representative in the United States to work directly with clients, assess needs, and guide informed financial decisions. You’ll use proven tools to craft personalized solutions, while benefiting from mentorship and a strong support system.

The role emphasizes independence, ongoing coaching, and a commission-based income potential, with a focus on building lasting client relationships and professional, compliant service.