Remote Inbound Sales Rep for Financial Wellness

Stratford Davis LLC; New Jersey; Remote; USD 32,000 - 60,000; Full time

Job summary

Stratford Davis LLC in the United States is seeking an Entry Level Inbound Sales Representative to work remotely. You will engage with clients, understand their financial needs, and offer strategic recommendations to help families plan for their financial future.

This role emphasizes mentorship, structured onboarding, and performance-based earning. You will generate opportunities, meet clients virtually, and build lasting relationships while staying compliant and professional.

Qualifications

• Strong verbal communication skills and ability to build relationships.
• Willingness to learn about financial services products and guidance.
• Comfort with a commission-based earning structure.

Responsibilities

• Generate new business opportunities through outreach and referrals.
• Meet with clients virtually to assess 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 work with professionalism, accountability, and integrity.

Skills

Verbal communication

Relationship building

Goal orientation

Independent work

Professionalism

Ethical decision-making

Sales background

Job description

Stratford Davis LLC in the United States is seeking an Entry Level Inbound Sales Representative to work remotely. You will engage with clients, understand their financial needs, and offer strategic recommendations to help families plan for their financial future.

This role emphasizes mentorship, structured onboarding, and performance-based earning. You will generate opportunities, meet clients virtually, and build lasting relationships while staying compliant and professional.