Client Acquisition Sales Representative - Remote

Stratford Davis LLC; Boston (MA); Remote; USD 30,000 - 70,000; Full time

Benefits offered by this job

Health & Life Coverage

Bonuses & Travel

Job summary

Stratford Davis LLC in the United States is seeking an enthusiastic, entry-level financial planning role that is fully remote. You will connect with potential clients, guide them through strategic financial plans, and work with a supportive team to achieve long-term success.

You’ll have schedule independence and uncapped earnings, backed by hands-on training, mentorship, and continuous skill development. The role emphasizes integrity, client focus, and ongoing learning.

Qualifications

• Client-focused mindset with a desire to help families secure their finances.
• Strong communication skills to explain concepts clearly and listen actively.
• Self-motivated with drive to achieve goals and uncapped earnings.
• Excellent organization and time management for remote work.
• No prior experience required; training provided.
• Compensation is 100% commission-based with flexible scheduling.
• Role offers total flexibility and remote work from anywhere.
• Comprehensive onboarding, mentorship, and ongoing skill development.

Responsibilities

• Grow Your Pipeline by connecting with prospective clients via outreach and networking.
• Host Virtual Meetings to assess client financial situations and long-term goals online.
• Build Custom Strategies by presenting personalized financial plans.
• Maintain Relationships with ongoing support to build trust.
• Keep Learning through workshops on industry trends and compliance.

Skills

Client focus

Communication

Self-drive

Organization

No experience required

100% commission-based

Total flexibility

Job description

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.