Remote Inbound Sales Representative

Stratford Davis LLC

Bismarck (ND)

Remote

USD 42,000 - 66,000

Full time

2 days ago
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Benefits offered by this job

Remote work
Onboarding program
Mentorship
Commission-based
Health insurance
Travel incentives
Performance bonuses
Flexible schedule

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to help clients plan for their financial futures. You will meet with clients virtually, assess needs, and present personalized recommendations designed to support long-term success.

The role offers autonomy with ongoing mentorship, structured onboarding, and a coaching culture. Enjoy a flexible schedule, performance-based incentives, and access to healthcare options and travel rewards based on results.

Qualifications

  • Interest in helping people improve their financial well-being
  • Strong verbal communication and relationship-building abilities
  • Goal-oriented mindset 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
  • Background in sales, finance, or customer service is helpful but not required

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 continuous support and value
  • Stay up to date with industry knowledge, product offerings, and compliance standards
  • Conduct work with professionalism, accountability, and integrity

Job description

Bismarck, United States | Posted on 10/15/2026

Step into a flexible, growth-focused role where you can make a meaningful impact by helping individuals and families plan for their financial future. As a Remote Inbound Representative, you will work directly with clients to understand their needs, provide strategic recommendations, and guide them toward informed financial decisions. Using a wide range of proven tools and resources, you’ll create personalized solutions designed to support long-term success.

This opportunity allows you to operate independently while benefiting from ongoing mentorship, training, and a strong support system. Your results will be driven by your initiative, consistency, and ability to build lasting client relationships.

What You’ll Do
  • 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
What We’re Looking For
  • A genuine interest in helping people improve their financial well-being
  • Strong verbal communication and relationship‑building abilities
  • Goal‑oriented mindset with the drive to succeed in a performance‑based role
  • Ability to work independently and manage time effectively
  • High level of professionalism and ethical decision‑making
  • Background in sales, finance, or customer service is helpful, but not required
  • Work Flexibility: Fully remote role with control over your own schedule
  • Training & Development: Access to structured onboarding, ongoing coaching, and professional growth resources
  • Commission‑Based Opportunity: commission structure with unlimited income potential
  • Supportive Environment: Work alongside a team that provides mentorship and guidance
  • Insurance Options: Life insurance coverage and access to healthcare exchange plans (medical, dental, vision)
  • Incentives & Rewards: Eligibility for bonuses, recognition programs, and performance‑based rewards
  • Travel Opportunities: Qualify for incentive trips and exclusive experiences based on performance
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