Client Finance Advisor — Flexible Hours, Uncapped Commission

Stratford Davis LLC; Austin (TX); Teletrabalho; USD 55 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Life insurance

Healthcare options

Bonuses and incentives

Incentive travel

Uncapped commission

Resumo da oferta

Stratford Davis LLC is seeking a Client Sales Associate in Austin, TX. This role focuses on guiding clients through financial decisions with personalized guidance and relationship-driven support.

Comprehensive training, mentorship, and a flexible path to build your career are offered. Responsibilities include growing the client base, conducting thorough consultations, and presenting tailored financial strategies while maintaining ethical standards and ongoing client relationships.

Qualificações

• Strong communication and presentation skills.
• Customer-facing or sales experience preferred but not required.
• Entrepreneurial mindset with ability to work independently.
• Commitment to ethical standards and client service.
• Desire to help clients achieve financial stability.
• Willingness to participate in training and mentorship.

Responsabilidades

• Build and expand the client base through networking and outreach.
• Conduct consultations to evaluate clients' financial needs and goals.
• Design and present customized financial strategies.
• Maintain long-term client relationships with ongoing support.
• Stay informed on market trends and regulatory updates.
• Adhere to professional ethics and high standards.

Conhecimentos

Communication skills

Interpersonal skills

Presentation skills

Self-driven

Independent work

Entrepreneurial mindset

Descrição da oferta de emprego

Stratford Davis LLC is seeking a Client Sales Associate in Austin, TX. This role focuses on guiding clients through financial decisions with personalized guidance and relationship-driven support.

Comprehensive training, mentorship, and a flexible path to build your career are offered. Responsibilities include growing the client base, conducting thorough consultations, and presenting tailored financial strategies while maintaining ethical standards and ongoing client relationships.