Remote Inbound Sales Representative

Stratford Davis LLC; Denver (CO); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Fully remote role

Commission-based earnings

Mentorship and training

Life insurance

Healthcare options

Job summary

Stratford Davis LLC is seeking a remote Inbound Representative to help clients plan their financial future by understanding their needs and offering tailored recommendations. You’ll meet with clients virtually, analyze goals, and guide decisions using proven tools and resources.

This role emphasizes independence, ongoing mentorship, training, and a performance-driven environment with commission-based earnings, bonuses, and access to health coverage and life insurance.

Qualifications

• Excellent communication and ability to build client relationships.
• Ability to work independently and manage time effectively.
• Professional and ethical decision-making.
• Experience in sales, finance, or customer service is helpful but not required.
• Remote work with flexible schedule.

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 your work with professionalism, accountability, and integrity.

Skills

Verbal communication

Relationship-building

Time management

Independent work

Professionalism

Tools

CRM software

Job description

Denver, 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