Client Acquisition Sales Representative - Remote

Stratford Davis LLC; Chicago (IL); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

100% Commission-Based

Total Flexibility

Comprehensive Training

Bonuses & Travel

Health & Life Coverage

Job summary

Stratford Davis LLC in Chicago, IL is hiring for a remote, entry-level role in financial planning. You’ll connect with potential clients, walk them through strategic financial plans, and leverage training and mentors to build a successful sales career.

This position offers complete schedule independence with uncapped earnings and ongoing support through hands-on training, workshops, and a strong team culture.

Qualifications

• Genuine desire to help individuals and families improve financially.
• Ability to listen closely and explain concepts clearly.
• Self-motivated with uncapped earnings potential.
• Strong time management while working remotely.
• Background in sales or service helpful; but training is provided.

Responsibilities

• Grow your pipeline via direct outreach and networking.
• Host virtual meetings to assess client finances and long-term goals online.
• Build custom strategies with personalized financial plans.
• Maintain relationships with ongoing client support.
• Keep learning through workshops on industry trends and compliance.
• Work with integrity and maintain professional standards.

Skills

Client focus

Communication

Self-motivation

Organization

Remote work adaptability

Job description

Chicago, United States | Posted on 11/04/2026

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.