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Stratford Davis

Stratford Davis

Client Acquisition Sales Representative - Remote

Los Angeles, US출근계약직정규직

2026년 10월 22일에 게시됨

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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!


직무 요약

직무 유형

정규직

필수 기술

Prospecting and Direct OutreachProfessional NetworkingVirtual Client Meeting FacilitationClient Financial Needs AssessmentFinancial Planning Strategy DevelopmentPersonalized Financial Plan PresentationClient Relationship ManagementActive ListeningClear Communication of Financial ConceptsRemote Time ManagementSelf-Motivation and Goal AchievementFinancial Industry Compliance AwarenessEthical and Professional Conduct

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