Client Acquisition Sales Representative - Remote

Stratford Davis LLC; Boston (MA); Remote; USD 40,000 - 110,000; Full time

Benefits offered by this job

Comprehensive training

Health & life coverage

Bonuses & travel incentives

Uncapped earnings

Job summary

Stratford Davis LLC is seeking self‑driven, remote entrants in the Boston area to guide clients through strategic financial plans. No prior experience is required as comprehensive training and mentorship are provided.

You will build a client base, conduct virtual meetings, and craft tailored financial strategies while enjoying complete schedule independence and uncapped earning potential.

Qualifications

• Client focus and desire to help individuals and families improve financially.
• Strong listening and ability to explain concepts clearly.
• Self-driven with uncapped earnings potential.
• Excellent organization and time management for remote work.
• No experience required; full training provided.

Responsibilities

• Grow your pipeline by connecting with prospective clients through outreach and networking.
• Host virtual meetings to assess client financial situations and goals.
• Build personalized financial strategies for clients.
• Maintain ongoing relationships with clients for trust and retention.
• Stay current on industry trends and compliance through workshops.

Skills

Client focus

Communication

Self-drive

Organization

No experience required

100% commission-based

Total flexibility

Comprehensive training

Health & life coverage

Bonuses & travel

Job description

Boston, United States | Posted on 10/25/2026

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.