Client Acquisition Sales Representative - Remote

Stratford Davis LLC; New York (NY); Remote; USD 40,000 - 120,000; Full time

Benefits offered by this job

Health & Life Coverage

Bonuses & Travel

Comprehensive Training

100% Commission-Based Income

Job summary

Stratford Davis LLC is seeking an entry-level remote financial advisor who can connect with potential clients and guide them through strategic financial plans. You will receive comprehensive training, mentors, and team support to build a successful advisory practice from home.

The role offers 100% commission-based income with uncapped earning potential and complete schedule independence, making it ideal for self-driven individuals who want flexible remote work and ongoing professional

Qualifications

• Client focus, strong communication, and organized work style.
• Motivated to perform and learn in a commission-based role.
• Prior experience not required; training provided.

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

Job description

New York, 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.