Remote Inbound Sales Representative

Stratford Davis LLC; Chicago (IL); Remote; USD 42,000 - 74,000; Full time

Benefits offered by this job

Commission-based income

Mentorship & training

Fully remote role

Bonuses & rewards

Healthcare options

Life insurance coverage

Incentive trips

Job summary

Stratford Davis LLC seeks a Remote Inbound Representative to help individuals and families plan for their financial future. You will work directly with clients to understand needs, provide strategic recommendations, and guide them toward informed financial decisions.

This fully remote role offers mentorship, structured onboarding, ongoing coaching, and a performance-based commission structure with potential bonuses. You’ll operate independently while supported by a strong team and resources.

Qualifications

• Excellent verbal communication and interpersonal skills.
• Ability to build lasting client relationships and assess needs.
• Self-motivated with a focus on results 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

Strong communication

Relationship building

Independence

Time management

Professionalism

Sales background helpful

Job description

Chicago, United States | Posted on 10/20/2026

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