Client Acquisition Sales Representative - Remote

Stratford Davis LLC

Town of Newark (WI)

Remote

USD 20,000 - 50,000

Full time

4 days ago
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Benefits offered by this job

Health & Life Coverage
Bonuses & Travel
Comprehensive Training

Job summary

Stratford Davis LLC is seeking an entry-level, fully remote role that helps people secure their financial future. You will engage with prospective clients, explain planning concepts, and guide them through strategy sessions with comprehensive training and 100% commission-based pay.

You’ll work independently with flexible scheduling, while receiving hands-on mentorship, workshops, and team support to build a successful financial advisory pipeline.

Qualifications

  • No experience required; full training provided.
  • 100% commission-based compensation.
  • Remote work with flexible schedule.

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-drive
Organization

Job description

Newark, United States | Posted on 10/19/2026

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.

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