Client Acquisition Sales Representative - Remote

Stratford Davis LLC

Houston (TX)

A distancia

USD 30.000 - 60.000

Jornada completa

Hace 2 días
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Ventajas ofrecidas por este puesto de trabajo

Health & Life Coverage
Comprehensive Training
Bonuses & Travel
Flexible remote scheduling

Descripción de la vacante

Stratford Davis LLC is seeking an entry-level remote financial advisor who will connect with potential clients and guide them through strategic financial plans. You will benefit from comprehensive training, mentorship, and a flexible schedule, enabling uncapped earning potential.

Join a supportive team that emphasizes integrity, ongoing learning, and long-term client relationships while working entirely from home with 100% commission-based compensation.

Formación

  • Client-focused approach to helping clients secure financial futures.
  • Strong communication and listening skills.
  • Self-driven with goal orientation and adaptability.
  • Excellent organizational skills for remote work.
  • No prior experience required; complete training provided.

Responsabilidades

  • Grow your pipeline through direct outreach and networking.
  • Host virtual meetings to assess client goals and plans.
  • Build customized financial strategies for clients.
  • Maintain relationships with ongoing support.
  • Keep learning via workshops and industry updates.
  • Work with integrity and uphold ethical standards.

Conocimientos

Client focus
Communication
Self-drive
Organization
No experience
Remote work
Commission-based
Training provided
Bonuses & travel

Descripción del empleo

Houston, United States | Posted on 11/01/2026

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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