Remote Inbound Sales Representative

Stratford Davis LLC; Boston (MA); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Fully remote

Mentorship program

Structured onboarding

Performance-based bonuses

Job summary

Stratford Davis LLC in the United States seeks a Remote Inbound Representative to help individuals and families plan for their financial future. You will work with clients remotely to assess needs, provide strategic recommendations, and guide informed decisions.

The role offers independence with mentorship, ongoing training, and a support system. Success stems from initiative, consistency, and building lasting client relationships.

Qualifications

• Excellent verbal communication and relationship-building abilities are essential.
• Goal-oriented mindset with the drive to succeed in a performance-based role.
• Ability to work independently and manage time effectively.

Responsibilities

• Generate new business opportunities through outreach, networking, and referrals.
• Meet with clients virtually to assess their financial goals and current situations.
• Develop customized strategies and present solutions aligned with client needs.
• Build long-term client relationships through ongoing support and value.
• Stay updated on industry knowledge, products, and compliance standards.
• Maintain professionalism, accountability, and integrity in all work.

Skills

Verbal communication

Relationship-building

Goal-oriented

Time management

Independent work

Job description

Boston, United States | Posted on 10/26/2026

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