Inbound Sales Representative (Entry Level - Remote)

Stratford Davis LLC; West Virginia; Remote; USD 40,000 - 52,000; Full time

Benefits offered by this job

Commission-based pay

Healthcare options

Bonuses & rewards

Incentive trips

Job summary

Stratford Davis LLC is seeking an entry-level Inbound Sales Representative to work remotely in the United States. You will engage with individuals and families, evaluate financial goals, and present personalized solutions that support long-term planning.

You will work independently with mentorship and training, driving results through initiative and relationship-building within a supportive team environment. This role offers commission-based earning potential and flexible scheduling.

Qualifications

• Excellent verbal communication and active listening skills.
• Ability to build rapport and trust with clients.
• Strong time-management and organizational abilities.
• Self-starter who can work independently with minimal supervision.
• Basic understanding of sales processes and customer service mindset.

Responsibilities

• Generate inbound opportunities and follow up with qualified leads.
• Conduct virtual meetings to assess client needs and goals.
• Propose tailored financial solutions aligned with client situations.
• Nurture long-term relationships through ongoing support and guidance.
• Maintain up-to-date knowledge of products, services, and compliance.

Skills

Verbal communication

Relationship-building

Time management

Independent work

Sales basics

Tools

CRM software

Job description

Inbound Sales Representative (Entry Level - Remote)

Raleigh, United States | Posted on 10/25/2026

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
  
• 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