Remote Inbound Financial Sales Associate

Stratford Davis LLC; New York (NY); Remote; USD 35,000 - 60,000; Full time

Benefits offered by this job

Life insurance

Healthcare exchange plans

Job summary

Stratford Davis LLC in New York, NY is seeking an entry-level Inbound Sales Representative to work remotely. You will engage clients, assess needs, and guide financial decisions with a commission-based earning potential.

This remote, entry-level role offers mentorship, onboarding, and flexible scheduling, plus opportunities to build relationships and grow with a performance-based team.

Qualifications

• This entry-level role requires strong desire to help clients improve their financial well-being.
• Excellent verbal communication and the ability to build client relationships.

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 providing ongoing support and value.
• Stay up to date with industry knowledge, product offerings, and compliance standards.
• Conduct work with professionalism, accountability, and integrity.

Skills

Verbal communication

Relationship building

Time management

Independent work

Tools

CRM software

Sales tools

Job description

Stratford Davis LLC in New York, NY is seeking an entry-level Inbound Sales Representative to work remotely. You will engage clients, assess needs, and guide financial decisions with a commission-based earning potential.

This remote, entry-level role offers mentorship, onboarding, and flexible scheduling, plus opportunities to build relationships and grow with a performance-based team.