Client Acquisition Sales Representative - Remote

Stratford Davis LLC; Washington; Remote; USD 20,000 - 80,000; Full time

Benefits offered by this job

Health & Life Coverage

Bonuses & Travel

Job summary

Stratford Davis LLC is seeking an entry-level financial advisor to work remotely, connecting with potential clients and guiding them through strategic financial plans. You’ll receive comprehensive training, mentorship, and ongoing support while you build your client pipeline.

This role offers 100% commission-based earnings with uncapped income potential, flexible scheduling, and opportunities to learn about industry trends and compliance through workshops.

Qualifications

• Interest in helping individuals and families improve their financial situation.
• Strong communication and listening abilities to explain concepts clearly.
• Self-motivated with the drive to achieve uncapped earnings.
• Good organization to manage remote work schedule and commitments.

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-driven

Organization

Remote work

Active listening

Job description

Washington, 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.