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Stratford Davis

Stratford Davis

Client Acquisition Sales Representative - Remote

Cleveland, USOp locatieVastFulltime

Geplaatst 8 okt 2026

Deze baan is geplaatst in het EN

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!


Rolschets

Type baan

Fulltime

Vereiste vaardigheden

Prospecting & Lead GenerationVirtual Client Meetings & ConsultationsFinancial Needs AssessmentPersonalized Financial Plan DevelopmentClient Relationship ManagementCompliance & Regulatory AwarenessEthical Conduct & ProfessionalismActive ListeningClear Communication & ExplanationSelf-Motivation & Goal OrientationTime Management & Remote Work OrganizationSales & Closing SkillsVirtual Meeting Platform ProficiencyCoachability & Receptiveness to Feedback

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