Remote Client Acquisition Specialist: Uncapped Earnings

Stratford Davis; Town of Newark (WI); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Comprehensive training

100% remote work

Uncapped commissions

Job summary

Stratford Davis is seeking an entry-level remote advisor to help clients secure their financial futures. You will connect with prospective clients, host online meetings, and present tailored financial plans including life insurance and annuities.

Enjoy complete schedule independence with unlimited earning potential, backed by hands-on training, mentors, and team support. No experience required, and full training is provided to help you start strong.

Qualifications

• Genuine desire to help individuals and families improve financially.
• Ability to listen closely and explain concepts clearly.
• Self-driven with uncapped earnings potential.
• Strong organization while working remotely.
• Background in sales or service is a plus, but full training is provided.

Responsibilities

• Grow your pipeline by connecting with prospective clients via direct outreach and networking.
• Host virtual meetings to assess client financial situations and long-term goals.
• Build custom strategies by presenting personalized financial plans.
• Educate clients on life insurance, indexed universal life (IUL), and annuities.
• Maintain relationships with ongoing support to foster trust.

Skills

Communication skills

Self-motivation

Time management

Client focus

No experience required

Job description

Stratford Davis is seeking an entry-level remote advisor to help clients secure their financial futures. You will connect with prospective clients, host online meetings, and present tailored financial plans including life insurance and annuities.

Enjoy complete schedule independence with unlimited earning potential, backed by hands-on training, mentors, and team support. No experience required, and full training is provided to help you start strong.