Client Acquisition Sales Representative - Remote

Stratford Davis LLC; Orlando (FL); A distancia; USD 30.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive training

Remote work

Flexible schedule

Bonuses & travel

Descripción de la vacante

Stratford Davis LLC is seeking a remote, entry-level professional to guide potential clients through strategic financial plans. You’ll work 100% remotely with flexible scheduling and receive comprehensive training, mentorship, and ongoing team support.

You’ll build a client pipeline, host virtual meetings, craft tailored strategies, and maintain relationships while staying current on industry trends and compliance.

Formación

• Client-focused mindset and strong listening skills.
• Clear communication and ability to explain concepts.
• Self-motivated with goal orientation and resilience.
• Excellent time management in a remote setting.

Responsabilidades

• 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.

Conocimientos

Client focus

Communication

Self-drive

Organization

Descripción del empleo

Orlando, 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.