Remote Inbound Financial Sales Pro: Unlimited Commission

Stratford Davis LLC; Fresno (CA); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Fully remote

Mentorship & coaching

Commission-based earnings

Bonuses & rewards

Health insurance

Job summary

Stratford Davis LLC in the United States is seeking a Remote Inbound Representative to help individuals plan their financial future. You will engage with clients, assess needs, and present tailored solutions from a suite of tools, while operating remotely with mentorship and ongoing training.

This role rewards initiative and relationship-building, offers performance-based commissions, and provides a supportive team, life and health insurance options, and opportunities for travel incentives.

Qualifications

• Genuine interest in helping people improve financial well‑being.
• Strong verbal communication and relationship-building abilities.
• Goal-oriented with drive to succeed in a performance-based role.
• Ability to work independently and manage time effectively.
• High level of professionalism and ethical decision-making.

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.
• 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

Goal-oriented

Independent work

Professionalism

Job description

Stratford Davis LLC in the United States is seeking a Remote Inbound Representative to help individuals plan their financial future. You will engage with clients, assess needs, and present tailored solutions from a suite of tools, while operating remotely with mentorship and ongoing training.

This role rewards initiative and relationship-building, offers performance-based commissions, and provides a supportive team, life and health insurance options, and opportunities for travel incentives.