Client Acquisition Sales Representative - Remote

Stratford Davis LLC; Anchorage (AK); Remoto; USD 25.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health coverage

Life insurance

Bonuses & travel

Descrizione del lavoro

Stratford Davis LLC in Anchorage, AK is seeking an entry-level remote financial planning assistant. You will connect with prospective clients, walk them through strategic plans, and schedule virtual meetings to assess goals. Training is provided, with mentorship and ongoing support to help you succeed remotely.

Earn uncapped income based on performance, with comprehensive onboarding and travel incentives. This role offers complete schedule independence and a path to growth within a supportive

Competenze

• Customer-focused with ability to listen and explain concepts clearly.
• Willingness to learn and adapt training opportunities.
• Maintain high ethical standards and professionalism.

Mansioni

• Grow pipeline via direct outreach and networking.
• Host virtual meetings to assess client goals online.
• Present personalized financial plans tailored to client needs.
• Provide ongoing support to build long-term relationships.
• Stay current on industry trends and compliance through workshops.
• Maintain high ethical and professional standards.

Conoscenze

Client focus

Communication

Self-motivation

Time management

Remote work

No experience required

Descrizione del lavoro

Anchorage, United States | Posted on 10/28/2026

Step into a career where you can build something meaningful while helping people secure their financial future. In this remote entry-level role, you’ll connect with potential clients and walk them through strategic financial plans. We provide the tools, resources, and training needed for long-term success.

You’ll have complete schedule independence paired with unlimited earning potential, backed by hands-on training, mentors, and team support.

Key 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.

What You Bring

• Client Focus:Genuine desire to help individuals and families improve financially.
• Communication:Ability to listen closely and explain concepts clearly.
• Self-Drive:Motivated by uncapped earnings and goal achievement.
• Organization:Strong time management while working remotely.
• No Experience Required:Backgrounds in sales or service are a plus, but full training is provided.
• 100% Commission-Based:Uncapped income tied directly to performance.
• Total Flexibility:Work 100% remotely on your own schedule.
• Comprehensive Training:Onboarding, 1-on-1 mentorship, and skill development.
• Health & Life Coverage:Access to health exchange plans and life insurance options.
• Bonuses & Travel:Performance bonuses, quarterly rewards, and travel incentives.