Client Acquisition Sales Representative - Remote

Stratford Davis LLC

Chicago (IL)

Remote

USD 30,000 - 60,000

Full time

2 days ago
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Benefits offered by this job

100% Commission-Based
Remote work
Comprehensive Training
Health & Life Coverage
Bonuses & Travel

Job summary

Stratford Davis LLC in the United States is seeking an entry-level financial advisor to help clients secure their financial futures. This remote role involves connecting with prospective clients, presenting strategic financial plans, and guiding them toward tailored, long-term outcomes.

You will enjoy schedule independence and unlimited earning potential, backed by hands-on training and team support. No prior experience is required; full training is provided, with a 100% commission-based

Qualifications

  • Genuine desire to help individuals and families improve financially.
  • Clear listening and ability to explain concepts to clients.
  • Self-motivation with goals and urgency to perform.
  • Strong organization and time-management for remote work.
  • Willingness to participate in comprehensive training and onboarding.

Responsibilities

  • Grow your pipeline through direct outreach and networking.
  • Host virtual meetings to assess client situations and long-term goals.
  • Build and present personalized financial strategies for clients.
  • Maintain relationships with ongoing client support and follow-up.
  • Stay current on industry trends and compliance through workshops.
  • Uphold high ethical and professional standards.

Skills

Client focus
Communication
Self-drive
Organization

Job description

Chicago, 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.
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