Remote Client Acquisition Specialist | Uncapped Earnings
Stratford Davis LLC
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Benefits offered by this job
Job summary
Stratford Davis LLC is seeking an entry-level remote financial advisor to help clients secure their financial futures. You’ll connect with prospective clients and walk them through strategic financial plans, working completely from home with flexible hours and supportive training.
No experience is required; you’ll receive comprehensive onboarding, mentorship, and ongoing workshops. This role is 100% commission-based with uncapped earning potential, plus health and life coverage and travel
Qualifications
- No experience required; full training provided.
- Remote work with 100% commission-based earnings.
- Uncapped income tied to performance.
- Strong self-drive and motivation.
- Excellent communication and listening skills.
- Ability to manage time effectively from home.
Responsibilities
- Grow Your Pipeline by connecting with prospective clients via direct outreach and networking.
- Host virtual meetings to assess client financial situations and goals.
- Build and present personalized financial plans.
- Maintain ongoing client relationships to build long-term trust.
- Stay current on industry trends and compliance through workshops.
- Uphold high ethical and professional standards.
Skills
Job description
Stratford Davis LLC is seeking an entry-level remote financial advisor to help clients secure their financial futures. You’ll connect with prospective clients and walk them through strategic financial plans, working completely from home with flexible hours and supportive training.
No experience is required; you’ll receive comprehensive onboarding, mentorship, and ongoing workshops. This role is 100% commission-based with uncapped earning potential, plus health and life coverage and travel
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