Client Acquisition Sales Representative - Remote

Stratford Davis LLC; Oklahoma City (OK); Remote; USD 40,000 - 90,000; Full time

Benefits offered by this job

Training & Mentorship

Health & Life Coverage

Bonuses & Travel

Remote Work Flexibility

Job summary

Stratford Davis LLC is seeking an entry‑level, fully remote Financial Sales Associate to help clients secure their financial future. You\'ll build relationships, present personalized plans, and guide prospects through our training-driven process.

This 100% commission role rewards proactive outreach, mentorship, and ongoing client support, with total flexibility and rapid earning potential. No prior experience required—comprehensive onboarding and continuous coaching are provided to help you

Qualifications

• Genuine desire to help individuals and families improve financially.
• Ability to listen closely and explain concepts clearly.
• Motivated by uncapped earnings and goal achievement.
• Strong time management while working remotely.
• No experience 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

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.