Client Acquisition Sales Representative - Remote

Stratford Davis LLC; Los Angeles (CA); Remote; USD 30,000 - 60,000; Full time

Benefits offered by this job

Comprehensive training

Bonuses & travel

Health & life coverage

Flexible schedule

Job summary

Stratford Davis LLC seeks an entry-level remote advisor to guide clients through strategic financial plans. You will connect with prospects, present personalized strategies, and support clients toward their financial goals.

You will work 100% remotely with flexible scheduling and receive hands-on training, mentorship, and performance-based incentives that include bonuses and travel rewards.

Qualifications

• Client-focused approach to help individuals and families improve finances.
• Clear, effective communication to explain concepts.
• Motivated by uncapped earnings and goal achievement.
• Strong time management while working remotely.
• No prior experience required; full training provided.

Responsibilities

• Grow Your Pipeline by reaching out to prospective clients.
• Host virtual meetings to assess financial situations and goals.
• Build personalized financial plans for clients.
• Maintain relationships with clients for long-term trust.
• Participate in workshops to stay updated on industry trends and compliance.
• Operate with high ethical and professional standards.

Skills

Client focus

Communication

Self-drive

Organization

Remote work

Job description

Los Angeles, 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.