Client Sales Associate (Remote)

Stratford Davis LLC; Atlanta (GA); Remote; USD 50,000 - 85,000; Full time

Benefits offered by this job

Life insurance

Health insurance (medical, dental, and

Vision coverage

Job summary

Stratford Davis LLC is seeking a Client Sales Associate in Atlanta to help clients navigate financial decisions with personalized guidance. The role emphasizes relationship-building, ongoing mentorship, and a performance-based environment, offering comprehensive training and the potential for substantial earnings.

The position invites self-driven individuals who excel at networking, consultations, and presenting tailored financial strategies.

Qualifications

• Interest in helping others achieve financial stability.
• Strong communication and interpersonal abilities.
• Ability to work independently in a results-driven environment.

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

Networking

Consultations

Financial needs analysis

Relationship-building

Presentation skills

Ethics

Tools

CRM software (Salesforce)

Job description

Atlanta, United States | Posted on 10/23/2026

Build a career where you can make a meaningful impact while creating opportunities for your own professional and financial growth. We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial decisions through personalized guidance and relationship-driven support. Whether you have previous experience or are looking to develop new skills, this opportunity offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path. If you're driven by helping others succeed, enjoy connecting with people, and thrive in a results-oriented environment, this could be the opportunity you've been looking for.

Key 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
  

Ideal Candidate

• Passionate about helping others achieve financial stability and long-term success
  


• 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. High potential commission based role.
  


• Established Brand Alignment: Represent a respected and growing financial services organization
  


• Insurance Benefits: Access to life insurance and healthcare exchange options (medical, dental, and vision)
  


• Performance Incentives: Bonuses and reward programs based on results
  


• Incentive Travel: Qualify for exclusive trips and experiences for top performer