Client Acquisition Sales Representative - Remote

Stratford Davis; Town of Newark (WI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Comprehensive training

100% remote work

Uncapped commissions

Job summary

Stratford Davis is seeking an entry-level remote advisor to help clients secure their financial futures. You will connect with prospective clients, host online meetings, and present tailored financial plans including life insurance and annuities.

Enjoy complete schedule independence with unlimited earning potential, backed by hands-on training, mentors, and team support. No experience required, and full training is provided to help you start strong.

Qualifications

• Genuine desire to help individuals and families improve financially.
• Ability to listen closely and explain concepts clearly.
• Self-driven with uncapped earnings potential.
• Strong organization while working remotely.
• Background in sales or service is a plus, but full training is provided.

Responsibilities

• Grow your pipeline by connecting with prospective clients via direct outreach and networking.
• Host virtual meetings to assess client financial situations and long-term goals.
• Build custom strategies by presenting personalized financial plans.
• Educate clients on life insurance, indexed universal life (IUL), and annuities.
• Maintain relationships with ongoing support to foster trust.

Skills

Communication skills

Self-motivation

Time management

Client focus

No experience required

Job description

Newark, 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.
• Client Education:Sell, educate, and present to clients on Life Insurance, Indexed Universal Life (IUL), and Annuities.
• 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-only: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.

Training is provided, with ongoing mentorship. This fully remote role lets you work from anywhere with flexible hours rather than a typical 8-to-5 schedule. Compensation is high and commission-only, with uncapped commissions based on the business you place.