Stratford Davis LLC in Cleveland, Ohio, is seeking motivated, sales-oriented professionals for a fully remote, commission-based role that helps clients improve their financial well-being. You’ll generate opportunities, meet clients virtually, and present tailored strategies that add value. The role rewards performance with commissions, offers onboarding and ongoing coaching, and supports professional growth within a collaborative team.
Qualifications
Genuine interest in helping people improve their financial well-being.
Strong verbal communication and relationship-building abilities.
Goal-oriented mindset with the drive to succeed in a performance-based role.
Ability to work independently and manage time effectively.
High level of professionalism and ethical decision-making.
Background in sales, finance, or customer service is helpful, but not required.
Work Flexibility: Fully remote role with control over your own schedule.
Training & Development: Access to structured onboarding, ongoing coaching, and professional growth resources.
Commission-Based Opportunity: commission structure with unlimited income potential.
Supportive Environment: Work alongside a team that provides mentorship and guidance.
Travel Opportunities: Qualify for incentive trips and exclusive experiences based on performance.
Responsibilities
Generate new business opportunities through outreach, networking, and referrals.
Meet with clients virtually to evaluate their financial goals and current situations.
Develop customized strategies and present solutions that align with client needs.
Build long-term relationships by offering continuous support and value.
Stay up to date with industry knowledge, product offerings, and compliance standards.
Conduct your work with professionalism, accountability, and integrity.
Skills
Verbal communication
Relationship building
Goal oriented
Time management
Professionalism
Ethical judgment
Job description
Cleveland, United States | Posted on 10/29/2026
What You’ll Do
Generate new business opportunities through outreach, networking, and referrals
Meet with clients virtually to evaluate their financial goals and current situations
Develop customized strategies and present solutions that align with client needs
Build long-term relationships by offering continuous support and value
Stay up to date with industry knowledge, product offerings, and compliance standards
Conduct your work with professionalism, accountability, and integrity
What We’re Looking For
A genuine interest in helping people improve their financial well-being
Strong verbal communication and relationship-building abilities
Goal-oriented mindset with the drive to succeed in a performance-based role
Ability to work independently and manage time effectively
High level of professionalism and ethical decision-making
Background in sales, finance, or customer service is helpful, but not required
Work Flexibility: Fully remote role with control over your own schedule
Training & Development: Access to structured onboarding, ongoing coaching, and professional growth resources
Commission-Based Opportunity: commission structure with unlimited income potential
Supportive Environment: Work alongside a team that provides mentorship and guidance
Insurance Options: Life insurance coverage and access to healthcare exchange plans (medical, dental, vision)
Incentives & Rewards: Eligibility for bonuses, recognition programs, and performance-based rewards
Travel Opportunities: Qualify for incentive trips and exclusive experiences based on performance