Remote Client Acquisition Specialist - Uncapped Earnings

Stratford Davis LLC; San Francisco (CA); Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Comprehensive training

Uncapped earnings

Remote work

Performance bonuses

Travel incentives

Job summary

Stratford Davis LLC in San Francisco, CA, is seeking an entry-level, fully remote role that helps clients secure their financial futures. You’ll connect with prospects, walk them through strategic plans, and receive hands-on training to ensure long-term success.

This position offers complete scheduling independence, uncapped commissions, and ongoing mentorship. You’ll build relationships, stay current on industry trends, and enjoy performance bonuses, with comprehensive training and support

Qualifications

• Genuine desire to help individuals and families improve financially.
• Clear listening and the ability to explain concepts clearly.
• Motivated by uncapped earnings and goal achievement.
• Strong time management while working remotely.
• Backgrounds in sales or service are a plus, but full training is provided.

Responsibilities

• Grow your pipeline through direct outreach and networking.
• Host virtual meetings to assess client goals.
• Create tailored financial plans for clients.
• Maintain client relationships with ongoing support.
• Stay updated on industry trends and compliance.
• Uphold high ethical and professional standards.

Skills

Client focus

Communication

Self-drive

Organization

No experience required

Job description

Stratford Davis LLC in San Francisco, CA, is seeking an entry-level, fully remote role that helps clients secure their financial futures. You’ll connect with prospects, walk them through strategic plans, and receive hands-on training to ensure long-term success.

This position offers complete scheduling independence, uncapped commissions, and ongoing mentorship. You’ll build relationships, stay current on industry trends, and enjoy performance bonuses, with comprehensive training and support