Client Sales Advisor - Flexible Schedule & Commission

Stratford Davis; San Diego (CA); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Uncapped commission structure

Comprehensive training & mentorship

Life insurance and healthcare options

Bonuses and reward programs

Incentive travel

Job summary

Stratford Davis is seeking a Client Sales Associate in San Diego to guide clients through financial decisions with personalized guidance and relationship-driven support. The role offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path.

Build your client base through networking and referrals, conduct consultations to assess needs, design customized strategies, and maintain long-term relationships with ethical standards.

Qualifications

• Strong communication and interpersonal abilities required.
• Ability to present financial guidance clearly to clients.
• Self-driven and motivated by results in a performance-based environment.
• Entrepreneurial mindset with comfort in independent work.

Responsibilities

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

Skills

Communication

Interpersonal skills

Presentation skills

Self-motivation

Entrepreneurial mindset

Job description

Stratford Davis is seeking a Client Sales Associate in San Diego to guide clients through financial decisions with personalized guidance and relationship-driven support. The role offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path.

Build your client base through networking and referrals, conduct consultations to assess needs, design customized strategies, and maintain long-term relationships with ethical standards.