Client Acquisition Sales Representative - Remote

Stratford Davis LLC; Boston (MA); Remote; USD 35,000 - 70,000; Full time

Benefits offered by this job

Comprehensive training

100% remote

Uncapped earnings

Flexible schedule

Health & life coverage

Bonuses & travel incentives

Job summary

Stratford Davis LLC in Boston, MA is recruiting for an entry-level, remote role that focuses on helping clients secure their financial future. You will connect with prospective clients, walk them through strategic financial plans, and participate in training and mentorship to accelerate your growth.

You'll enjoy complete schedule independence with uncapped earnings tied to performance, supported by hands-on training, ongoing coaching, and a team that values integrity and client-first service.

Qualifications

• No experience required; full training provided.
• Remote, commission-based role with flexible schedule.

Responsibilities

• Grow your pipeline through direct outreach and networking.
• Host virtual meetings to assess client goals online.
• Build custom financial strategies tailored to client needs.
• Maintain long-term relationships with ongoing support.
• Stay updated on industry trends and compliance through workshops.

Skills

Client focus

Communication

Self-drive

Organization

No experience required

Uncapped earnings

Remote work

Time management

Ethical standards

Job description

Boston, United States |

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.