Client Acquisition Sales Representative - Remote

Stratford Davis LLC; San Francisco (CA); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Comprehensive training

Uncapped earnings

Remote work

Performance bonuses

Travel incentives

Job summary

Stratford Davis LLC in San Francisco, CA, is seeking an entry-level, fully remote role that helps clients secure their financial futures. You’ll connect with prospects, walk them through strategic plans, and receive hands-on training to ensure long-term success.

This position offers complete scheduling independence, uncapped commissions, and ongoing mentorship. You’ll build relationships, stay current on industry trends, and enjoy performance bonuses, with comprehensive training and support

Qualifications

• Genuine desire to help individuals and families improve financially.
• Clear listening and the ability to 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.

Responsibilities

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

Skills

Client focus

Communication

Self-drive

Organization

No experience required

Job description

San Francisco, United States | Posted on 11/04/2026

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.