Inbound Sales Representative (Entry Level - Remote)

Stratford Davis; North Carolina; Remote; USD 35,000 - 60,000; Full time

Job summary

Stratford Davis in the United States is seeking an entry-level Inbound Sales Representative to work remotely with clients nationwide. You’ll help individuals and families plan their financial futures by understanding needs, presenting strategic recommendations, and guiding informed decisions.

This mentorship-driven role offers onboarding, ongoing coaching, and a commission-based earnings model within a supportive team, with a focus on building lasting client relationships and staying current on

Qualifications

• 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.

Responsibilities

• 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
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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

Skills

Verbal communication

Relationship-building

Self-motivation

Time management

Professionalism

Ethical decision-making

Job description

Inbound Sales Representative (Entry Level - Remote)

Columbus, United States | Posted on 11/10/2026

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.

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
  
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
  
• 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