Remote Inbound Sales Rep for Financial Wellness

Stratford Davis LLC; Minneapolis (MN); Remote; USD 60,000 - 120,000; Full time

Job summary

Stratford Davis LLC in Minneapolis, United States, is seeking a remote sales professional to generate opportunities, meet clients virtually, and develop customized financial strategies. The role emphasizes building long-term client relationships, staying informed on industry standards, and delivering value with professionalism and integrity.

Ideal candidates show strong communication, relationship skills, and a self-motivated, ethical approach in a performance-based environment.

Qualifications

• Genuine interest in helping people improve their financial wellbeing.
• Strong verbal communication and relationship-building abilities.
• Goal-oriented mindset with drive 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 financial goals and current situations.
• Develop customized strategies and present solutions that align with client needs.
• Build long-term relationships by offering ongoing 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

Ethical decision-making

Job description

Stratford Davis LLC in Minneapolis, United States, is seeking a remote sales professional to generate opportunities, meet clients virtually, and develop customized financial strategies. The role emphasizes building long-term client relationships, staying informed on industry standards, and delivering value with professionalism and integrity.

Ideal candidates show strong communication, relationship skills, and a self-motivated, ethical approach in a performance-based environment.