Client Acquisition Sales Representative - Remote

Stratford Davis; Nashville (TN); Remote; USD 35.000 - 90.000; Vollzeit

Benefits dieser Stelle

Health & Life Coverage

Bonuses & Travel

Zusammenfassung

Stratford Davis LLC is seeking an entry-level, fully remote Financial Planning Specialist in the United States. You will connect with potential clients, walk them through strategic financial plans, and deliver personalized strategies from anywhere with flexible scheduling and unlimited earning potential.

You will receive hands-on training, mentorship, and team support to build a sustainable career in financial planning. Comprehensive onboarding ensures you can start contributing quickly.

Qualifikationen

• Genuine desire to help individuals and families improve financially.
• Clear communication and active listening.
• Self-driven with a goal-oriented mindset.
• Strong time management and organizational skills for remote work.
• No experience required; full training provided.

Aufgaben

• 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.

Kenntnisse

Client-focused

Communication

Self-motivation

Organization

Remote work

Jobbeschreibung

Nashville, United States | Posted on 11/01/2026

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.