Client Acquisition Sales Representative - Remote

Stratford Davis LLC; Kansas City (MO); Remote; USD 30,000 - 60,000; Full time

Benefits offered by this job

Unlimited earning potential

Mentorship and team support

Schedule independence

Bonuses & travel

Remote work

Job summary

Stratford Davis LLC in Kansas City is seeking an entry-level remote financial advisor who will connect with prospective clients and guide them through strategic financial plans. You will receive hands-on training, mentor support, and the tools needed to succeed while enjoying scheduling independence and uncapped earning potential.

No prior experience is required; training is provided. This role focuses on building a pipeline, hosting virtual meetings, and delivering personalized strategies, with

Qualifications

• Client focus and genuine desire to help individuals and families improve finances.
• Strong listening skills and ability to explain concepts clearly.
• Self-motivated with uncapped earnings potential and goal orientation.
• Excellent time management while working remotely.
• No experience required; full training provided.
• 100% commission-based compensation with flexible scheduling.

Responsibilities

• Grow your pipeline through direct outreach and networking.
• Host virtual meetings to assess client financial situations and goals.
• Build custom strategies with personalized financial plans.
• Maintain relationships with ongoing client support.
• Stay updated on industry trends and compliance through workshops.
• Uphold high ethical and professional standards.

Skills

Client focus

Communication

Self-drive

Organization

No experience

Commission-based

Remote work

Training provided

Benefits

Job description

Kansas City, United States

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.