Client Acquisition Sales Representative - Remote

Stratford Davis LLC; Minneapolis (MN); Remote; USD 30,000 - 70,000; Full time

Benefits offered by this job

Comprehensive Training

Health & Life Coverage

Bonuses & Travel

Flexible schedule

Job summary

Stratford Davis LLC is seeking an entry-level, fully remote financial advisory role where you will connect with potential clients and guide them through strategic financial plans. You’ll have schedule independence and uncapped earnings, supported by hands-on training, mentors, and team backing.

Responsibilities include growing your pipeline, hosting virtual meetings, building custom strategies, and maintaining client relationships, all while staying compliant and continuing education.

Qualifications

• Genuine desire to help individuals and families improve financially.
• Clear, effective communication and listening skills.
• Motivation to achieve uncapped earnings and hit goals.
• Strong time management and ability to work independently.
• No prior experience required; full training provided.
• Earnings are uncapped and based on performance.
• Ability to work 100% remotely with flexible scheduling.
• Comprehensive onboarding, mentorship, and ongoing skill development.
• Access to health and life coverage options.
• Bonuses, rewards, and travel incentives tied to performance.

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.

Skills

Client Focus

Communication

Self-Drive

Organization

No Experience Required

100% Commission-Based

Total Flexibility

Comprehensive Training

Health & Life Coverage

Bonuses & Travel

Job description

Minneapolis, 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.