Remote Client Acquisition Rep: Uncapped Earnings

Stratford Davis LLC; Milwaukee (WI); Remote; USD 28,000 - 60,000; Full time

Benefits offered by this job

Comprehensive Training

Bonuses & Travel

Health & Life Coverage

Job summary

Stratford Davis LLC is seeking an entry-level, fully remote advisor to help clients secure their financial future. You’ll connect with prospects, walk them through strategic plans, and enjoy complete schedule independence with uncapped earnings, backed by hands-on training and mentorship.

Role emphasizes ongoing education, compliance, and a strong client-focus as you build long-term relationships from anywhere in the United States.

Qualifications

• Client focus: genuine desire to help individuals and families improve financially.
• Communication: listen closely and explain concepts clearly.
• Self-drive: motivated by uncapped earnings and goal achievement.
• Organization: strong time management while working remotely.

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

No experience required

100% commission-based

Total flexibility

Comprehensive training

Health & life coverage

Bonuses & travel

Job description

Stratford Davis LLC is seeking an entry-level, fully remote advisor to help clients secure their financial future. You’ll connect with prospects, walk them through strategic plans, and enjoy complete schedule independence with uncapped earnings, backed by hands-on training and mentorship.

Role emphasizes ongoing education, compliance, and a strong client-focus as you build long-term relationships from anywhere in the United States.