Remote Inbound Sales Representative

Stratford Davis LLC

Denver (CO)

Remote

USD 42,000 - 68,000

Full time

2 days ago
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Benefits offered by this job

Life insurance
Healthcare plan options
Flexible remote schedule
Structured onboarding & coaching
Commission-based incentives
Performance rewards

Job summary

Stratford Davis LLC is seeking 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 informed financial decisions from a remote setting.

This role offers independence with ongoing mentorship, structured onboarding, and a strong support system. Success relies on initiative, consistency, and the ability to build lasting client relationships through

Qualifications

  • Genuine interest in helping people improve 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.

Responsibilities

  • 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 work with professionalism, accountability, and integrity.

Skills

Verbal communication
Relationship building
Self-motivation
Time management
Professionalism

Job description

Denver, United States | Posted on 10/11/2026

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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