Remote Inbound Sales Representative

Stratford Davis LLC; Seattle (WA); Remote; USD 48,000 - 72,000; Full time

Job summary

Stratford Davis LLC in Seattle, WA—seeking a Remote Inbound Representative to guide clients toward informed financial decisions. You will work with clients virtually, assessing goals and needs, and presenting customized strategies designed for long-term success.

The position offers independence with ongoing mentorship, flexible scheduling, and a commission-based income structure with performance-based rewards. Training and development resources are provided to support career growth.

Qualifications

• Genuine interest in helping people improve financial well-being.
• Independent work and time management skills.
• Professionalism and ethics in decision-making.
• 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

Job description

Seattle, 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