Remote Inbound Sales Representative

Stratford Davis LLC; Portland (ME); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Fully remote

Mentorship & training

Commission-based earnings

Bonuses & rewards

Travel incentives

Healthcare options (medical, dental, &

Job summary

Stratford Davis LLC in Portland, ME is seeking a Remote Inbound Representative to help clients plan their financial future. You will meet virtually with clients, assess goals, and present personalized strategies designed to guide informed decisions.

This fully remote role offers mentorship, structured onboarding, commission-based earnings, and access to health coverage. You’ll work independently, build lasting relationships, and thrive in a performance-driven environment.

Qualifications

• Excellent verbal communication skills and ability to build rapport with clients.
• Strong relationship-building abilities to foster long-term trust.
• Goal-oriented mindset with track record of meeting targets in performance-based roles.
• Ability to work independently and manage time effectively.
• Professionalism and ethical decision-making in client interactions.
• Background in sales, finance, or customer service is helpful but not required.

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

Skills

Verbal communication

Relationship-building

Goal-oriented mindset

Independent work

Professionalism

Ethical decision-making

Sales/Finance/Customer service helpful

Job description

Portland, United States | Posted on 10/15/2026

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