Client Finance Advisor: Flexible Schedule & Growth

Stratford Davis LLC; Pennsylvania; Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Insurance Benefits

Performance incentives

Incentive Travel

Comprehensive training & mentorship

Flexible work environment

Uncapped commission

Job summary

Stratford Davis LLC is seeking a motivated Client Sales Associate in the Philadelphia area to help clients navigate financial decisions with personalized guidance. The role emphasizes relationship-building, ongoing mentorship, and a flexible work environment with comprehensive training.

Ideal candidates bring strong communication and presentation skills, a self-driven mindset, and a commitment to ethical service.

Qualifications

• Strong communication, interpersonal, and presentation skills.
• Self-driven, disciplined, and motivated by results in a performance-based environment.
• Entrepreneurial mindset with the ability to work independently.
• Committed to maintaining high ethical standards and delivering exceptional client service.
• Previous experience in sales, finance, or customer-facing roles is a plus, but not required.
• Flexible Work Environment: Set your own schedule and build your business on your terms.
• Comprehensive Training & Mentorship: Access industry-leading training, ongoing development, and dedicated support to accelerate your success.
• Uncapped Commission Structure: Your earnings are performance-driven with no income ceiling, your results directly determine your income potential.

Responsibilities

• Build and expand your client base through networking, referrals, and proactive outreach
• Conduct thorough consultations to evaluate clients’ financial needs, goals, and current situations
• Design and present customized financial strategies aligned with client objectives
• Maintain strong, long-term relationships by delivering ongoing support and guidance
• Stay informed on industry developments, market trends, and regulatory updates
• Operate with professionalism, integrity, and adherence to ethical business practices

Skills

Sales

Communication

Interpersonal skills

Presentation

Self-motivated

Independent work

Tools

CRM Software

Job description

Stratford Davis LLC is seeking a motivated Client Sales Associate in the Philadelphia area to help clients navigate financial decisions with personalized guidance. The role emphasizes relationship-building, ongoing mentorship, and a flexible work environment with comprehensive training.

Ideal candidates bring strong communication and presentation skills, a self-driven mindset, and a commitment to ethical service.