Client Sales Associate (Remote)

Stratford Davis LLC; Charlotte (NC); A distancia; USD 40.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive Training & Mentorship

Uncapped Commission Structure

Insurance Benefits

Established Brand Alignment

Descripción de la vacante

Stratford Davis LLC in Charlotte, North Carolina is seeking a Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-based support. You will build your client base, conduct consultations, and present customized financial strategies designed to meet client objectives.

This role offers comprehensive training, mentorship, and a flexible work environment with uncapped commission potential.

Formación

• Excellent communication and presentation abilities.
• Strong interpersonal skills for relationship building.
• Self-driven with a results-oriented mindset.
• Willingness to learn and grow in a training-focused environment.

Responsabilidades

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

Conocimientos

Networking

Communication

Interpersonal skills

Presentation skills

Self-motivated

Ethical standards

Descripción del empleo

Charlotte, United States | Posted on 10/11/2026

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 are 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