Remote Inbound Sales Advisor – Financial Planning

Stratford Davis LLC; San Jose (CA); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Life insurance

Healthcare exchange plans (medical, d

Job summary

Stratford Davis LLC in the United States is hiring a Remote Inbound Representative who will work directly with clients to understand their needs, provide strategic recommendations, and guide them toward informed financial decisions. You’ll operate independently while benefiting from structured onboarding, ongoing coaching, and a strong support system. Success comes from initiative, consistency, and building lasting client relationships in a performance-based role.

Qualifications

• Excellent verbal communication and client rapport skills.
• Ability to work independently and manage time effectively.
• Performance-driven with a focus on compliant, ethical conduct.

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

Communication

Relationship building

Goal oriented

Time management

Professionalism

Job description

Stratford Davis LLC in the United States is hiring a Remote Inbound Representative who will work directly with clients to understand their needs, provide strategic recommendations, and guide them toward informed financial decisions. You’ll operate independently while benefiting from structured onboarding, ongoing coaching, and a strong support system. Success comes from initiative, consistency, and building lasting client relationships in a performance-based role.