Remote Inbound Sales Associate — Financial Wellness

Stratford Davis LLC; Orlando (FL); Remote; USD 30,000 - 60,000; Full time

Job summary

Stratford Davis LLC is seeking an Inbound Sales Representative (Entry Level) in a fully remote role. You will assist individuals and families in planning their financial future, offering strategic recommendations, and guiding clients toward informed financial decisions.

You will work independently with mentorship and training, building lasting client relationships while leveraging a commission-based opportunity and ongoing development resources.

Qualifications

• 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.
• Sales, finance, or customer service background is helpful but not required.

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

Time management

Professionalism

Self-motivated

Remote work readiness

Job description

Stratford Davis LLC is seeking an Inbound Sales Representative (Entry Level) in a fully remote role. You will assist individuals and families in planning their financial future, offering strategic recommendations, and guiding clients toward informed financial decisions.

You will work independently with mentorship and training, building lasting client relationships while leveraging a commission-based opportunity and ongoing development resources.