Remote Inbound Sales Representative

Stratford Davis; San Jose (CA); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Fully remote role with flexible hours

Structured onboarding

Ongoing coaching and professional成长

Uncapped commissions

Mentorship and guidance

Job summary

Stratford Davis is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You’ll work with clients to understand needs, offer strategic recommendations, and guide informed financial decisions.

This fully remote role provides independence with mentorship, ongoing coaching, and an uncapped commission structure, offering flexible hours and a strong support system.

Qualifications

• Strong verbal communication and relationship-building abilities.
• Goal-oriented and able to work independently.
• 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.
• 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.

Skills

Verbal communication

Relationship-building

Time management

Independence

Professionalism and ethics

Job description

San Jose, United States | Posted on 11/12/2026

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
  

Compensation & Support

• Work Flexibility: Fully remote role with control over your own schedule
  
• Training & Development: Access to structured onboarding, ongoing coaching, and professional growth resources
  
• commission-only Opportunity: commission structure with unlimited income potential
  
• Supportive Environment: Work alongside a team that provides mentorship and guidance
  

Training is provided with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours, rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.