Remote Inbound Sales Specialist — Financial Solutions

Stratford Davis; San Diego (CA); Remote; USD 42,000 - 68,000; Full time

Job summary

Stratford Davis is hiring an Entry Level Inbound Sales Representative for a fully remote role. You will assist individuals in planning their financial future, meet clients virtually, and provide personalized recommendations for life insurance, IUL, and annuities.

You will develop strategies, educate clients, and build lasting relationships while working with mentorship, structured onboarding, and performance-based incentives. Strong communication and time-management skills are essential.

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.
• 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

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

Goal-oriented

Time management

Professionalism

Ethical decision-making

Sales background

Job description

Stratford Davis is hiring an Entry Level Inbound Sales Representative for a fully remote role. You will assist individuals in planning their financial future, meet clients virtually, and provide personalized recommendations for life insurance, IUL, and annuities.

You will develop strategies, educate clients, and build lasting relationships while working with mentorship, structured onboarding, and performance-based incentives. Strong communication and time-management skills are essential.