Remote Inbound Sales Representative

Stratford Davis LLC; California; Remote; USD 42,000 - 62,000; Full time

Benefits offered by this job

Life insurance

Healthcare options

Mentorship

Bonuses potential

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative in San Diego, CA to guide clients through financial planning. You will analyze goals, present customized solutions, and foster lasting relationships while operating remotely with mentorship and training support.

The role emphasizes independence, ethical decision-making, and a client-centric approach to help individuals and families plan for their financial future.

Qualifications

• Strong verbal communication and relationship-building abilities.
• Goal-driven mindset and performance-based approach.
• Ability to work independently with strong time management.
• Professional conduct and ethics in decision-making.
• Interest in helping clients improve financial well-being.

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 aligned 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

Self-motivation

Time management

Professionalism

Ethical decision-making

Client needs assessment

Job description

San Diego, 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