Client Acquisition Sales Representative - Remote

Stratford Davis LLC

Oklahoma

A distancia

USD 30.000 - 80.000

Jornada completa

Hace 2 días
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Ventajas ofrecidas por este puesto de trabajo

Comprehensive training
Mentorship
Health coverage
Life insurance
Bonuses & travel

Descripción de la vacante

Stratford Davis LLC is seeking an entry-level remote advisor to help clients secure their financial future. In this 100% commission-based role, you’ll connect with prospects, present strategies, and guide them through personalized plans remotely.

You’ll receive comprehensive training, hands-on mentorship, and a support team to help you grow your earning potential from day one, with flexible scheduling and travel incentives for top performers.

Formación

  • No prior experience required; training provided.
  • Remote work with flexible schedule.
  • Excellent communication and listening skills.
  • Able to work independently and meet targets.

Responsabilidades

  • Grow your pipeline through direct outreach and networking.
  • Host virtual meetings to assess client financial situations and goals.
  • Create personalized financial plans tailored to client needs.
  • Maintain relationships with clients through ongoing support.
  • Stay current on industry trends and compliance through workshops.
  • Work with high ethical and professional standards.

Conocimientos

Communication
Self-motivation
Client focus
Time management

Descripción del empleo

Cleveland, 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.

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