Remote Inbound Financial Sales Rep - Flexible, Commission

Stratford Davis LLC; California; Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Commission-based earnings

Fully remote role

Structured onboarding

Job summary

Stratford Davis LLC in California is seeking a Remote Inbound Representative to help individuals plan their financial future. You will work directly with clients to understand their needs and guide them toward informed financial decisions.

Join a flexible, mentorship-driven environment that offers onboarding, ongoing coaching, and performance-based rewards. This fully remote role emphasizes relationship building, qualification of client goals, and compliant service.

Qualifications

• Strong interpersonal and communication skills.
• Ability to work independently and manage time effectively.
• Goal-oriented with a performance-based mindset.

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.

Job description

Stratford Davis LLC in California is seeking a Remote Inbound Representative to help individuals plan their financial future. You will work directly with clients to understand their needs and guide them toward informed financial decisions.

Join a flexible, mentorship-driven environment that offers onboarding, ongoing coaching, and performance-based rewards. This fully remote role emphasizes relationship building, qualification of client goals, and compliant service.