Client Acquisition Sales Representative - Remote

Stratford Davis LLC; Milwaukee (WI); A distancia; USD 28.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive Training

Bonuses & Travel

Health & Life Coverage

Descripción de la vacante

Stratford Davis LLC is seeking an entry-level, fully remote advisor to help clients secure their financial future. You’ll connect with prospects, walk them through strategic plans, and enjoy complete schedule independence with uncapped earnings, backed by hands-on training and mentorship.

Role emphasizes ongoing education, compliance, and a strong client-focus as you build long-term relationships from anywhere in the United States.

Formación

• Client focus: genuine desire to help individuals and families improve financially.
• Communication: listen closely and explain concepts clearly.
• Self-drive: motivated by uncapped earnings and goal achievement.
• Organization: strong time management while working remotely.

Responsabilidades

• 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.

Conocimientos

Client focus

Communication

Self-drive

Organization

No experience required

100% commission-based

Total flexibility

Comprehensive training

Health & life coverage

Bonuses & travel

Descripción del empleo

Milwaukee, 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.