Remote Inbound Sales Rep — Financial Wellness Advisor

Stratford Davis LLC; Providence (RI); Remote; USD 32,000 - 52,000; Full time

Benefits offered by this job

Life insurance

Healthcare options

Bonuses and rewards

Remote work

Job summary

Stratford Davis LLC is seeking a Remote Inbound Sales Representative at entry level to join a growth-focused team. You will help clients plan for their financial future, deliver personalized recommendations, and build lasting relationships through a flexible, mentorship-driven program.

The role is fully remote with a structured onboarding, ongoing coaching, and clear paths for professional development. Expect commission-based incentives and access to healthcare plans.

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 professionalism and ethics.

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

Sales aptitude

Communication skills

Job description

Stratford Davis LLC is seeking a Remote Inbound Sales Representative at entry level to join a growth-focused team. You will help clients plan for their financial future, deliver personalized recommendations, and build lasting relationships through a flexible, mentorship-driven program.

The role is fully remote with a structured onboarding, ongoing coaching, and clear paths for professional development. Expect commission-based incentives and access to healthcare plans.