Client Acquisition Sales Representative - Remote

Stratford Davis LLC; Billings (MT); Remote; USD 35,000 - 90,000; Full time

Benefits offered by this job

Comprehensive Training

Health & Life Coverage

Bonuses & Travel

Remote work flexibility

Job summary

Stratford Davis LLC is seeking an entry-level remote financial advisor to help clients secure their financial futures. You’ll connect with prospective clients and walk them through strategic financial plans, working completely from home with flexible hours and supportive training.

No experience is required; you’ll receive comprehensive onboarding, mentorship, and ongoing workshops. This role is 100% commission-based with uncapped earning potential, plus health and life coverage and travel

Qualifications

• No experience required; full training provided.
• Remote work with 100% commission-based earnings.
• Uncapped income tied to performance.
• Strong self-drive and motivation.
• Excellent communication and listening skills.
• Ability to manage time effectively from home.

Responsibilities

• Grow Your Pipeline by connecting with prospective clients via direct outreach and networking.
• Host virtual meetings to assess client financial situations and goals.
• Build and present personalized financial plans.
• Maintain ongoing client relationships to build long-term trust.
• Stay current on industry trends and compliance through workshops.
• Uphold high ethical and professional standards.

Skills

Client-focused mindset

Excellent communication

Self-motivation

Time management

No experience required (training)

100% commission-based earnings

Remote work readiness

Learning mindset

Health & life coverage awareness

Bonuses & travel awareness

Job description

Billings, United States | Posted on 10/14/2026

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.