Remote Inbound Sales Representative

Stratford Davis LLC; Sacramento (CA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Fully remote

Commission-based earnings

Structured onboarding & mentorship

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to engage clients virtually, assess their financial goals, and present personalized solutions tailored to long-term success. You will operate independently while receiving mentorship, training, and ongoing coaching to build lasting client relationships.

The role emphasizes a performance-driven environment with schedule flexibility and opportunities for commissions, bonuses, and professional growth within a supportive team.

Qualifications

• 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.

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

Time management

Professionalism/ethics

Job description

Sacramento, United States | Posted on 10/13/2026

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