Remote Inbound Sales Rep — Financial Wellness, Uncapped Pay

Stratford Davis LLC; Indianapolis (IN); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Life insurance

Healthcare exchange plans

Bonuses and rewards

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative in the United States. You will work with clients to understand their financial needs, offering strategic, personalized recommendations to guide informed decisions from a remote setup.

The role emphasizes autonomy, ongoing coaching, and a performance-based structure with mentorship and a supportive team. You’ll build lasting client relationships while growing your career in financial planning.

Qualifications

• Strong verbal communication and relationship-building abilities.
• Ability to work independently and manage time effectively.
• Professional conduct with high ethical standards.

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

Time management

Independence

Professionalism

Remote work discipline

Job description

Stratford Davis LLC is seeking a Remote Inbound Representative in the United States. You will work with clients to understand their financial needs, offering strategic, personalized recommendations to guide informed decisions from a remote setup.

The role emphasizes autonomy, ongoing coaching, and a performance-based structure with mentorship and a supportive team. You’ll build lasting client relationships while growing your career in financial planning.