Client Advisor - Uncapped Commission, Flexible Schedule

Stratford Davis LLC

San Antonio (TX)

Remote

USD 40,000 - 70,000

Full time

3 days ago

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Benefits offered by this job

Uncapped commission

Comprehensive training and mentorship

Bonuses and rewards

Job summary

Stratford Davis LLC in San Antonio is seeking a Client Sales Associate to guide clients through financial decisions with personalized service and relationship-driven support. You will build a client base and present customized strategies while maintaining strong, ongoing relationships.

The role offers comprehensive training, mentorship, and an uncapped commission structure, with a flexible environment and opportunities to grow your own client base in a performance-based setting.

Qualifications

Excellent communication and presentation abilities.
Entrepreneurial mindset with ability to work independently.
Ethical professional with client-focused approach.
Sales, finance, or customer-facing experience is a plus but not required.
Willingness to learn through training and mentorship.

Responsibilities

Build and expand client base through networking and referrals.
Conduct consultations to evaluate clients' financial needs and goals.
Design and present customized financial strategies.
Maintain long-term relationships with ongoing support.
Stay informed on industry developments and regulatory updates.
Operate with professionalism and ethical practices.

Skills

Communication skills

Interpersonal skills

Presentation skills

Self-motivated

Independent work

Job description

The role offers comprehensive training, mentorship, and an uncapped commission structure, with a flexible environment and opportunities to grow your own client base in a performance-based setting.

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