Remote Inbound Sales Representative

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

Benefits offered by this job

Life insurance

Healthcare plans

Bonuses & incentives

Flexible schedule

Mentorship & training

Travel opportunities

Job summary

Stratford Davis LLC in Philadelphia, PA is seeking a Remote Inbound Representative to help clients plan their financial futures. You will engage with individuals and families, assess needs, and guide them toward strategic, personalized financial solutions in a fully remote setting.

The role emphasizes independent work, ongoing mentorship, and a strong support system to build lasting client relationships while pursuing performance-based rewards and bonuses.

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
• Background in sales, finance, or customer service is helpful but not required
• Willingness to work a fully remote schedule
• Willingness to engage in onboarding and coaching

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 ongoing support and value
• Stay up to date with industry knowledge, product offerings, and compliance standards
• Conduct your work with professionalism, accountability, and integrity

Job description

Philadelphia, 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 potentialSupportive 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