Remote Inbound Sales Representative

Stratford Davis LLC; Washington; Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Remote work

Structured onboarding

Mentorship program

Commission-based income

Bonuses & rewards

Travel incentives

Life insurance

Healthcare exchange plans

Job summary

Stratford Davis LLC is seeking a Remote Inbound Representative to help individuals and families plan for their financial future. You will work directly with clients to understand their needs, provide strategic recommendations, and guide them toward informed financial decisions, all from a remote setting.

The role emphasizes independence with ongoing mentorship, training, and a support system, while success is driven by initiative, consistency, and the ability to build lasting client

Qualifications

• Excellent communication skills and ability to build rapport with clients.
• Ability to work independently within a structured onboarding program.
• Comfort with a performance-based, commission-driven 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 continuous support and value
• Stay up to date with industry knowledge, product offerings, and compliance standards
• Conduct work with professionalism, accountability, and integrity

Skills

Verbal communication

Relationship-building

Time management

Self-motivation

Professionalism

Ethical decision-making

Job description

Washington, 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