Remote Client Acquisition Specialist - Uncapped Earnings

Stratford Davis LLC; Fresno (CA); Remote; USD 30,000 - 90,000; Full time

Benefits offered by this job

Health & Life Coverage

Bonuses & Travel

100% Commission-Based

Total Flexibility (remote)

Job summary

Stratford Davis LLC is seeking candidates for a remote entry-level role in the United States. You will connect with prospective clients, guide them through strategic financial plans, and enjoy complete schedule independence with unlimited earning potential.

Training, mentorship, and team support are provided to promote long-term success. No experience is required; backgrounds in sales or service are welcome.

Qualifications

• Client-focused mindset with excellent listening and explanation abilities.
• Strong communication and interpersonal skills for virtual meetings.
• Self-motivated with a results-driven approach in a remote setting.
• Excellent time management and organizational skills for working independently.

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

Job description

Stratford Davis LLC is seeking candidates for a remote entry-level role in the United States. You will connect with prospective clients, guide them through strategic financial plans, and enjoy complete schedule independence with unlimited earning potential.

Training, mentorship, and team support are provided to promote long-term success. No experience is required; backgrounds in sales or service are welcome.