Client Acquisition Sales Representative - Remote

Stratford Davis LLC

Minneapolis (MN)

A distancia

USD 40.000 - 90.000

Jornada completa

Hace 4 días
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Ventajas ofrecidas por este puesto de trabajo

Health coverage
Life insurance
Remote work
Uncapped commissions
Training program

Descripción de la vacante

Stratford Davis LLC in Minneapolis, MN, is seeking motivated individuals for a remote, entry-level role in personal finance planning. You will connect with prospective clients, guide them through strategic financial plans, and leverage provided tools and training to succeed.

This position offers complete schedule independence, 100% commission-based earnings, and hands-on mentoring. You’ll grow with ongoing workshops, travel incentives, and a supportive team while helping people secure their

Formación

  • Willingness to learn and adapt in a remote setup.
  • Strong communication and listening skills.
  • No prior experience required; training provided.
  • Goal-driven with ability to work independently.

Responsabilidades

  • Grow your pipeline through outreach and networking.
  • Host virtual meetings to assess goals.
  • Build personalized financial strategies.
  • Maintain client relationships with ongoing support.
  • Engage in ongoing learning and compliance workshops.
  • Uphold high ethical standards.

Conocimientos

Client focus
Communication
Self-motivation
Time management

Descripción del empleo

Minneapolis, United States | Posted on 10/19/2026

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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