Client Acquisition Sales Representative - Remote

Stratford Davis; Providence (RI); Remote; USD 5,000 - 35,000; Full time

Benefits offered by this job

100% Commission

Remote work

Mentorship & Training

Bonuses & Travel

Health & Life Coverage

Job summary

Stratford Davis is seeking a remote entry-level professional to help clients secure their financial future. You’ll connect with prospective clients, walk them through strategic financial plans, and gain hands-on training with mentors and team support.

You’ll enjoy schedule independence, unlimited earning potential, and 100% commission-based compensation. Comprehensive onboarding and ongoing education are included to help you succeed remotely.

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.
• Backgrounds in sales or service are a plus, but full training is provided.
• 100% Commission-Based; uncapped income tied to performance.
• Total flexibility: 100% remote work on your own schedule.
• Comprehensive onboarding, 1-on-1 mentorship, and skill development.
• Health & life coverage options available.
• Bonuses & travel incentives offered.

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-motivation

Organization

No experience required

Job description

Providence, United States | Posted on 08/30/2026

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.