Client Acquisition Sales Representative - Remote

Stratford Davis LLC; California; Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Health & Life Coverage

Bonuses & Travel

Comprehensive Training

100% Commission-Based

Job summary

Stratford Davis LLC is hiring for a remote entry-level financial planning role in the United States. You will connect with prospective clients, walk them through strategic financial plans, and operate with complete schedule independence and unlimited earning potential.

The company provides hands-on training, mentors, and team support to help you succeed. You will grow your pipeline, host virtual meetings, build customized strategies, and maintain relationships while staying current on industry

Qualifications

• Genuine desire to help individuals and families improve financially.
• Strong listening and clear explanation skills.
• Self-motivated with uncapped earnings and goal orientation.
• Comfortable working remotely and managing time effectively.

Responsibilities

• Grow Your Pipeline by reaching out to prospective clients.
• Host Virtual Meetings to assess financial situations and goals.
• Build Custom Strategies with personalized financial plans.
• Maintain Relationships and provide ongoing client support.
• Keep Learning through workshops on industry trends and compliance.
• Work with Integrity by upholding high ethical and professional standards.

Skills

Client focus

Communication

Self-drive

Organization

No experience required

100% commission-based

Total flexibility

Comprehensive training

Job description

Sacramento, 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.