Remote Client Acquisition Specialist – Uncapped Earnings

Stratford Davis LLC; Town of Newark (WI); Remote; USD 20,000 - 50,000; Full time

Benefits offered by this job

Health & Life Coverage

Bonuses & Travel

Comprehensive Training

Job summary

Stratford Davis LLC is seeking an entry-level, fully remote role that helps people secure their financial future. You will engage with prospective clients, explain planning concepts, and guide them through strategy sessions with comprehensive training and 100% commission-based pay.

You’ll work independently with flexible scheduling, while receiving hands-on mentorship, workshops, and team support to build a successful financial advisory pipeline.

Qualifications

• No experience required; full training provided.
• 100% commission-based compensation.
• Remote work with flexible schedule.

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

Job description

Stratford Davis LLC is seeking an entry-level, fully remote role that helps people secure their financial future. You will engage with prospective clients, explain planning concepts, and guide them through strategy sessions with comprehensive training and 100% commission-based pay.

You’ll work independently with flexible scheduling, while receiving hands-on mentorship, workshops, and team support to build a successful financial advisory pipeline.