Remote Inbound Financial Wellness Sales Pro

Stratford Davis LLC; Chicago (IL); Remoto; USD 22.000 - 39.000; Tempo pieno

Vantaggi offerti da questo lavoro

Life insurance

Healthcare options (medical, dental, &

Performance-based bonuses

Mentorship and coaching

Descrizione del lavoro

Stratford Davis LLC is seeking a Remote Inbound Representative in a flexible, growth-focused role. You will help individuals plan for their financial future, assess client needs, and present personalized strategies to drive informed decisions.

This fully remote position offers ongoing mentorship, coaching, and a structured onboarding with performance-based incentives, commissions, and rewards. Build lasting client relationships while expanding your knowledge of financial products and compliance

Competenze

• Genuine interest in helping people improve 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.

Mansioni

• 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.

Conoscenze

Verbal communication

Relationship-building

Independence/time management

Professionalism

Ethical decision-making

Descrizione del lavoro

Stratford Davis LLC is seeking a Remote Inbound Representative in a flexible, growth-focused role. You will help individuals plan for their financial future, assess client needs, and present personalized strategies to drive informed decisions.

This fully remote position offers ongoing mentorship, coaching, and a structured onboarding with performance-based incentives, commissions, and rewards. Build lasting client relationships while expanding your knowledge of financial products and compliance