Client Acquisition Sales Representative - Remote

Stratford Davis; Des Moines (IA); Remote; USD 20,000 - 60,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship

Fully remote

Flexible schedule

Uncapped commissions

Job summary

Stratford Davis is hiring for a fully remote entry-level role in financial planning. You’ll connect with potential clients, walk them through strategic plans, and learn to present life insurance, indexed universal life (IUL), and annuities while receiving comprehensive training.

This position offers complete schedule independence, 100% commission-based pay with uncapped earnings, mentoring, and ongoing support.

Qualifications

• Client-focused mindset.
• Strong communication skills.
• Self-driven with uncapped earnings.
• Ability to work remotely with flexible hours.
• No experience required; training provided.

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.
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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.

Skills

Client focus

Communication

Self-motivation

Time management

No experience required

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.
• Client Education: Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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-only: 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.

Training is provided, with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours rather than a typical 8‑to‑5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.