Remote Client Acquisition Specialist | Uncapped Earnings

Stratford Davis LLC; Minneapolis (MN); Remote; USD 30,000 - 70,000; Full time

Benefits offered by this job

Comprehensive Training

Health & Life Coverage

Bonuses & Travel

Flexible schedule

Job summary

Stratford Davis LLC is seeking an entry-level, fully remote financial advisory role where you will connect with potential clients and guide them through strategic financial plans. You’ll have schedule independence and uncapped earnings, supported by hands-on training, mentors, and team backing.

Responsibilities include growing your pipeline, hosting virtual meetings, building custom strategies, and maintaining client relationships, all while staying compliant and continuing education.

Qualifications

• Genuine desire to help individuals and families improve financially.
• Clear, effective communication and listening skills.
• Motivation to achieve uncapped earnings and hit goals.
• Strong time management and ability to work independently.
• No prior experience required; full training provided.
• Earnings are uncapped and based on performance.
• Ability to work 100% remotely with flexible scheduling.
• Comprehensive onboarding, mentorship, and ongoing skill development.
• Access to health and life coverage options.
• Bonuses, rewards, and travel incentives tied to performance.

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 financial advisory role where you will connect with potential clients and guide them through strategic financial plans. You’ll have schedule independence and uncapped earnings, supported by hands-on training, mentors, and team backing.

Responsibilities include growing your pipeline, hosting virtual meetings, building custom strategies, and maintaining client relationships, all while staying compliant and continuing education.