Remote Inbound Sales Representative

Stratford Davis LLC; Florida; Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Commission-based earnings

Bonuses and rewards

Travel incentives

Life insurance

Healthcare options

Job summary

Stratford Davis LLC in Charlotte, United States, is seeking a Remote Inbound Representative to help individuals plan their financial future. You will work with clients remotely to assess goals, propose personalized strategies, and guide them toward informed decisions, while receiving mentorship and structured onboarding.

This role offers flexible scheduling, ongoing coaching, and potential for bonuses through performance, with life and health insurance options.

Qualifications

• Excellent communication skills and empathy.
• Comfort with performance-based roles and targets.
• Ability to work independently with flexible schedule.
• Interest in helping clients with financial well-being.

Responsibilities

• Generate new business opportunities via outreach, referrals, and networking.
• Meet clients virtually to assess financial goals and current situations.
• Develop customized strategies and present client-ready solutions.
• Build lasting relationships with ongoing support and value.
• Stay updated on industry knowledge, products, and compliance standards.
• Conduct work with professionalism, accountability, and integrity.

Skills

Verbal communication

Relationship-building

Time management

Sales aptitude

Independent work

Job description

Charlotte, United States

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