Client Acquisition Sales Representative - Remote

Stratford Davis LLC

Orlando (FL)

Remote

USD 30,000 - 70,000

Full time

2 days ago
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Job summary

Stratford Davis LLC in Orlando, FL is seeking an entry-level, fully remote financial advisor. You will guide clients through strategic financial plans, with 100% commission and uncapped earnings, and receive comprehensive training and mentorship.

You’ll connect with prospective clients, host virtual meetings, tailor personalized plans, and maintain relationships while staying compliant. Enjoy flexible scheduling, health and life coverage benefits, and travel incentives as you grow with the

Qualifications

  • No experience required; comprehensive training provided.
  • 100% commission-based with uncapped earnings.
  • Remote work with flexible scheduling and support.

Responsibilities

  • Grow your pipeline by connecting with prospective clients via outreach.
  • Host virtual meetings to assess client financial situations and goals.
  • Build custom financial strategies tailored to client needs.

Skills

Client-focused
Communication
Self-motivation
Time management

Job description

Orlando, 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.
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