Remote Inbound Sales Representative

Stratford Davis LLC; Phoenix (AZ); Remote; USD 40.000 - 70.000; Vollzeit

Benefits dieser Stelle

Commission-based pay

Fully remote role

Healthcare plan access

Mentorship and training

Zusammenfassung

Stratford Davis LLC is seeking a remote inbound representative to help clients plan their financial future. You will understand client needs, offer strategic recommendations, and present personalized solutions for life insurance, IUL, and annuities.

This role emphasizes independence with ongoing mentorship, structured onboarding, and performance-based rewards, all while supporting long-term client relationships in a flexible, fully remote environment.

Qualifikationen

• Genuine interest in helping people achieve financial well-being.
• Strong verbal communication and relationship-building.
• Goal-oriented with performance-based drive.
• Ability to work independently and manage time.
• Professionalism and ethical decision-making.
• Background in sales, finance, or customer service helpful.
• Fully remote role with flexible schedule.
• Structured onboarding and ongoing coaching.
• Commission-based opportunity with unlimited income potential.
• Mentorship and supportive team environment.
• Life insurance coverage and access to healthcare plans.
• Bonuses and performance-based rewards.
• Incentive trips based on performance.

Aufgaben

• 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
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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

Kenntnisse

Verbal communication

Relationship building

Self-motivation

Independent work

Jobbeschreibung

Phoenix, United States | Posted on 11/06/2026

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
• Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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