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Stratford Davis

Stratford Davis

Client Acquisition Sales Representative - Remote

Los Angeles, USOfisteSabitTam zamanlı

8 Eki 2026 tarihinde yayınlandı

Bu iş EN dilinde yayınlanmıştır

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!


Rol özeti

İş türü

Tam zamanlı

Gerekli beceriler

Prospecting and Lead Generation (direct outreach and networking)Virtual Meeting Facilitation and Online Client EngagementFinancial Needs Assessment and Client Goal AnalysisCustomized Financial Plan Development and Strategy PresentationClient Relationship Management and RetentionActive Listening and Clear CommunicationRemote Work Time Management and OrganizationEthical Conduct and Regulatory Compliance AwarenessSelf-Motivation and Performance-Driven Sales MindsetContinuous Learning and Professional DevelopmentPresentation Skills and Persuasive SellingNetworking and Referral Development

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