Remote Inbound Sales Representative

Stratford Davis LLC; Raleigh (NC); Remote; USD 25,000 - 34,000; Full time

Benefits offered by this job

Commission-based income

Life insurance

Healthcare exchange plans

Bonuses & rewards

Incentive trips

Job summary

Stratford Davis LLC in Raleigh, NC is seeking a fully remote Remote Inbound Representative to help clients plan their financial futures. You’ll engage with clients to understand needs and offer strategic recommendations that lead to informed financial decisions.

Expect mentorship, structured onboarding, and a performance-based commission. The role suits self-motivated professionals who value independence while contributing to a supportive team and long-term client relationships.

Qualifications

• Strong verbal communication and relationship-building abilities.
• Ability to work independently with time management.
• Background in sales, finance, or customer service helpful but not required.
• Fully remote role with self-paced schedule.

Responsibilities

• Generate new business opportunities through outreach and referrals.
• Meet with clients virtually to evaluate goals and current situations.
• Develop customized strategies and present solutions that align with client needs.
• Build long-term relationships with ongoing 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

Time management

Goal oriented

Self-motivation

Remote work

Job description

Raleigh, United States | Posted on 10/20/2026

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