Remote Client Acquisition Specialist - Uncapped Earnings

Stratford Davis LLC

Netherlands

Remote

EUR 27,000 - 67,000

Full time

4 days ago

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Benefits offered by this job

Health & Life Coverage

Bonuses & Travel

Comprehensive Training

100% Commission

Flexible scheduling

Job summary

Stratford Davis LLC is seeking an entry-level, fully remote financial planning apprentice. You will connect with prospective clients, walk them through strategic financial plans, and schedule virtual meetings to assess long-term goals.

Training, mentors, and team support ensure your success in a commission-driven role. You will have complete schedule independence with uncapped earnings tied to performance, plus onboarding, 1-on-1 mentorship, and ongoing skill development in a supportive

Qualifications

Genuine desire to help individuals and families improve financially.
Ability to listen closely and explain concepts clearly.
Motivated by uncapped earnings and goal achievement.
Strong time management while working remotely.
Backgrounds in sales or service are a plus, but full training is provided.

Responsibilities

Grow Your Pipeline: Connect with prospective clients via direct outreach and networking.
Host Virtual Meetings: Assess client financial situations and long-term goals online.
Build Custom Strategies: Present personalized financial plans tailored to client needs.
Maintain Relationships: Provide ongoing support to build long-term trust.
Keep Learning: Stay current on industry trends and compliance through workshops.
Work with Integrity: Maintain high ethical and professional standards.