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Stratford Davis

Stratford Davis

Client Acquisition Sales Representative - Remote

Boise, USオンサイト正社員フルタイム

2026年10月8日に掲載

この求人はENで掲載されています

Step into a career where you can build something meaningful while helping people secure their financial future. In this remote entry-level role, you’ll connect with potential clients and walk them through strategic financial plans. We provide the tools, resources, and training needed for long-term success.

You’ll have complete schedule independence paired with unlimited earning potential, backed by hands-on training, mentors, and team support.

Key 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.

What You Bring

  • Client Focus: Genuine desire to help individuals and families improve financially.

  • Communication: Ability to listen closely and explain concepts clearly.

  • Self-Drive: Motivated by uncapped earnings and goal achievement.

  • Organization: Strong time management while working remotely.

  • No Experience Required: Backgrounds in sales or service are a plus, but full training is provided.

Benefits & Perks

  • 100% Commission-Based: Uncapped income tied directly to performance.

  • Total Flexibility: Work 100% remotely on your own schedule.

  • Comprehensive Training: Onboarding, 1-on-1 mentorship, and skill development.

  • Health & Life Coverage: Access to health exchange plans and life insurance options.

  • Bonuses & Travel: Performance bonuses, quarterly rewards, and travel incentives.

If you're self-motivated and ready to take control of your income, submit your resume to start the conversation!


職種スナップショット

職種

フルタイム

必要なスキル

Lead Generation (prospecting and pipeline growth)Cold Outreach (direct outreach via phone/email)Networking to identify and engage prospectsVirtual Meeting Facilitation (web conferencing platforms)Financial Needs Assessment (evaluating client situations and goals)Financial Plan Development / Strategy Building (customized client plans)Presentation Skills (presenting personalized plans clearly)Client Relationship Management (ongoing support and trust-building)Active Listening and Clear CommunicationTime Management and Remote Work OrganizationSelf-Motivation and Goal Orientation (performance-driven, commission-based)Compliance Awareness and Ethical Professional StandardsSales Closing and Conversion (turning meetings into clients)

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