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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.
Des Moines, United States | Posted on 10/26/2026
Step into a flexible, growth-focused role where you can make a meaningful impact by helping individuals and families plan for their financial future. As a Remote Inbound Representative, you will work directly with clients to understand their needs, provide strategic recommendations, and guide them toward informed financial decisions. Using a wide range of proven tools and resources, you’ll create personalized solutions designed to support long-term success.
This opportunity allows you to operate independently while benefiting from ongoing mentorship, training, and a strong support system. Your results will be driven by your initiative, consistency, and ability to build lasting client relationships.