Remote Inbound Sales Representative

Stratford Davis LLC; Des Moines (IA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Life insurance

Healthcare exchange plans

Bonuses & rewards

Incentive trips

Remote work

Mentorship & coaching

Professional development

Job summary

Stratford Davis LLC in Des Moines, IA, seeks a Remote Inbound Representative to help individuals plan their financial future. You will engage clients, assess needs, and present tailored recommendations through virtual meetings, using proven tools to craft personalized solutions.

This role offers independence with mentorship, structured onboarding, and ongoing coaching. Success relies on initiative, consistency, and building lasting relationships, with a commission-based earnings potential and

Qualifications

• Interest in helping people improve financial well-being.
• Strong communication and relationship-building abilities.
• Performance-based, commission-driven environment.
• Ability to manage time and work independently.
• Professional demeanor and sound judgment.

Responsibilities

• Generate new business opportunities via outreach, networking, and referrals.
• Meet with clients virtually to assess financial goals and current situations.
• Develop customized strategies and present suitable solutions.
• Build long-term relationships by providing ongoing support and value.
• Stay informed about industry knowledge, products, and compliance standards.
• Conduct work with professionalism, accountability, and integrity.

Skills

People oriented

Verbal communication

Relationship building

Goal oriented

Independence

Professionalism

Ethical decision making

Job description

Des Moines, United States | Posted on 10/13/2026

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