Remote Inbound Sales Representative

Stratford Davis LLC; Pennsylvania; Remote; USD 35,000 - 65,000; Full time

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You will engage clients virtually, assess goals, and present strategic solutions designed for long-term success.

You’ll work independently within a supportive framework offering mentorship, structured onboarding, and training. A performance-based, commission-driven environment provides opportunities for growth and higher income potential.

Qualifications

• Excellent verbal communication and ability to build relationships.
• Comfort with a commission-based structure.
• Fully remote role with a flexible schedule.
• Ability to work independently.
• Sales, finance, or customer service background helpful.

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 aligned 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 work with professionalism, accountability, and integrity.

Skills

Communication

Relationship-building

Time management

Independent work

Ethical decision-making

Sales / customer service experience (a

Education

High school diploma or equivalent

Tools

CRM software

Video conferencing tools

Job description

Philadelphia, United States | Posted on 10/23/2026

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