Remote Client Acquisition Rep | Uncapped Earnings & Training

Stratford Davis LLC; Los Angeles (CA); Remote; USD 30,000 - 60,000; Full time

Benefits offered by this job

Comprehensive training

Bonuses & travel

Health & life coverage

Flexible schedule

Job summary

Stratford Davis LLC seeks an entry-level remote advisor to guide clients through strategic financial plans. You will connect with prospects, present personalized strategies, and support clients toward their financial goals.

You will work 100% remotely with flexible scheduling and receive hands-on training, mentorship, and performance-based incentives that include bonuses and travel rewards.

Qualifications

• Client-focused approach to help individuals and families improve finances.
• Clear, effective communication to explain concepts.
• Motivated by uncapped earnings and goal achievement.
• Strong time management while working remotely.
• No prior experience required; full training provided.

Responsibilities

• Grow Your Pipeline by reaching out to prospective clients.
• Host virtual meetings to assess financial situations and goals.
• Build personalized financial plans for clients.
• Maintain relationships with clients for long-term trust.
• Participate in workshops to stay updated on industry trends and compliance.
• Operate with high ethical and professional standards.

Skills

Client focus

Communication

Self-drive

Organization

Remote work

Job description

Stratford Davis LLC seeks an entry-level remote advisor to guide clients through strategic financial plans. You will connect with prospects, present personalized strategies, and support clients toward their financial goals.

You will work 100% remotely with flexible scheduling and receive hands-on training, mentorship, and performance-based incentives that include bonuses and travel rewards.