Remote Client Acquisition Specialist — Uncapped Earnings

Stratford Davis LLC; Oklahoma City (OK); Remote; USD 30,000 - 70,000; Full time

Benefits offered by this job

Health & Life Coverage

Comprehensive Training

Flexible Schedule

Remote Work

Bonuses & Travel

Job summary

Stratford Davis LLC is seeking individuals for a remote entry-level role focused on guiding clients through strategic financial plans. You will connect with potential clients, host virtual meetings, and build custom strategies to help secure their financial future.

You will enjoy schedule independence, hands-on training, mentors, and team support, with uncapped earnings potential and travel incentives as part of bonuses.

Qualifications

• Client-focused mindset with ability to listen and explain concepts clearly.
• Self-motivated with uncapped earning potential.
• Strong time management for remote work.
• No experience required; full training provided.
• 100% commission-based with performance-based rewards.

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 individuals for a remote entry-level role focused on guiding clients through strategic financial plans. You will connect with potential clients, host virtual meetings, and build custom strategies to help secure their financial future.

You will enjoy schedule independence, hands-on training, mentors, and team support, with uncapped earnings potential and travel incentives as part of bonuses.