Inbound Sales Representative (Entry Level - Remote)

Stratford Davis LLC; Charlotte (NC); Remote; USD 35,000 - 65,000; Full time

Benefits offered by this job

Mentorship & Training

Commission-based incentives

Life Insurance & Health Plans

Job summary

Stratford Davis LLC seeks an Entry Level Inbound Sales Representative to support families in planning their financial future. This remote role emphasizes client needs, strategic recommendations, and ongoing mentorship.

You will independently generate opportunities, engage clients virtually, and build lasting relationships while benefiting from structured onboarding and performance-based rewards.

Qualifications

• Entry-level inbound sales role with focus on client needs.
• Remote position allowing flexible scheduling.
• Strong communication and relationship-building fundamentals.

Responsibilities

• Generate new business opportunities via outreach, networking, and referrals.
• Meet with clients virtually to assess financial goals and current situations.
• Develop customized strategies and present solutions aligned with client needs.
• Build long-term relationships by providing ongoing support and value.
• Stay updated on industry knowledge, products, and compliance standards.
• Perform duties with professionalism, accountability and integrity.

Skills

Verbal communication

Relationship-building

Self-motivation

Time management

Independent work

Professionalism

Sales exposure helpful

Job description

Inbound Sales Representative (Entry Level - Remote)

Charlotte, United States

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.

What You’ll Do

• 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

What We’re Looking For

• A genuine interest in helping people improve their 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
• Work Flexibility: Fully remote role with control over your own schedule
• Training & Development: Access to structured onboarding, ongoing coaching, and professional growth resources
• Commission‑Based Opportunity: commission structure with unlimited income potential
• Supportive Environment: Work alongside a team that provides mentorship and guidance
• Insurance Options: Life insurance coverage and access to healthcare exchange plans (medical, dental, vision)
• Incentives & Rewards: Eligibility for bonuses, recognition programs, and performance‑based rewards
• Travel Opportunities: Qualify for incentive trips and exclusive experiences based on performance