Remote Inbound Sales Representative

Stratford Davis LLC; United States; Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Life Insurance

Healthcare Plans (medical, dental, vis

Bonuses & Rewards

Travel Incentives

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to help clients plan their financial future. You will work with individuals and families, understand needs, and offer strategic recommendations via virtual meetings.

In this fully remote, performance-based role, you’ll generate opportunities, guide clients to solutions, and build lasting relationships with ongoing coaching and a supportive team environment.

Qualifications

• Excellent communication skills and ability to build client relationships.
• Comfort with working independently and managing time in a remote setting.
• Track record of achieving targets in a performance-based environment.

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 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

Self-motivation

Time Management

Professionalism

Job description

Riverside, United States

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