Remote Client Acquisition Rep – Uncapped Earnings

Stratford Davis LLC; Anchorage (AK); Remote; USD 25,000 - 60,000; Full time

Benefits offered by this job

Health coverage

Life insurance

Bonuses & travel

Job summary

Stratford Davis LLC in Anchorage, AK is seeking an entry-level remote financial planning assistant. You will connect with prospective clients, walk them through strategic plans, and schedule virtual meetings to assess goals. Training is provided, with mentorship and ongoing support to help you succeed remotely.

Earn uncapped income based on performance, with comprehensive onboarding and travel incentives. This role offers complete schedule independence and a path to growth within a supportive

Qualifications

• Customer-focused with ability to listen and explain concepts clearly.
• Willingness to learn and adapt training opportunities.
• Maintain high ethical standards and professionalism.

Responsibilities

• Grow pipeline via direct outreach and networking.
• Host virtual meetings to assess client goals online.
• Present personalized financial plans tailored to client needs.
• Provide ongoing support to build long-term relationships.
• Stay current on industry trends and compliance through workshops.
• Maintain high ethical and professional standards.

Skills

Client focus

Communication

Self-motivation

Time management

Remote work

No experience required

Job description

Stratford Davis LLC in Anchorage, AK is seeking an entry-level remote financial planning assistant. You will connect with prospective clients, walk them through strategic plans, and schedule virtual meetings to assess goals. Training is provided, with mentorship and ongoing support to help you succeed remotely.

Earn uncapped income based on performance, with comprehensive onboarding and travel incentives. This role offers complete schedule independence and a path to growth within a supportive