Client Acquisition Sales Representative - Remote

Stratford Davis LLC; North Carolina; Remote; USD 25,000 - 60,000; Full time

Benefits offered by this job

Health & Life Coverage

Bonuses & Travel

100% Commission-Based

Total Flexibility

Comprehensive Training

Remote Work

Job summary

Stratford Davis LLC is seeking a remote, entry-level professional to help clients secure their financial future by guiding them through strategic financial plans. You’ll connect with prospective clients, host virtual meetings, and build customized strategies with ongoing mentorship and tools provided for long-term success.

You’ll have complete schedule independence paired with unlimited earning potential, backed by hands-on training, mentors, and team support.

Qualifications

• 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.
• No experience required: background in sales or service is 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.

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

Total Flexibility

Job description

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.