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Stratford Davis

Stratford Davis

Client Acquisition Sales Representative - Remote

San Diego, USTại chỗVĩnh viễnToàn thời gian

Đăng 8 thg 10, 2026

Công việc này được đăng bằng 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!


Tóm tắt vai trò

Loại công việc

Toàn thời gian

Kỹ năng yêu cầu

Prospecting & Direct OutreachNetworkingVirtual Meeting Facilitation (video conferencing)Financial Needs AssessmentFinancial Plan Development (custom strategy design)Consultative SalesClient Relationship ManagementActive Listening & Clear CommunicationTime Management & Remote Work OrganizationSelf-Motivation & Goal OrientationCompliance Awareness (industry/regulatory)Professional Ethics & IntegrityContinuous Learning & Professional Development

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