Client Sales Associate (Remote)

Stratford Davis LLC; Cincinnati (OH); Remote; USD 60.000 - 120.000; Vollzeit

Benefits dieser Stelle

Life insurance

Healthcare (medical, dental, vision)

Uncapped commissions

Performance bonuses

Mentorship & training

Travel incentives

Zusammenfassung

Stratford Davis LLC in Cincinnati, OH seeks a results-driven financial sales professional to grow a client base through networking and referrals. You will consult with clients to assess needs, design customized strategies, and present them clearly, while maintaining ethical standards and ongoing support.

This role offers flexibility to build your business with extensive training, commission-based earnings, and opportunities to advance within a growing financial services organization.

Qualifikationen

• Excellent communication and interpersonal skills.
• Able to present financial strategies clearly.
• Self-driven with a results orientation.
• Entrepreneurial mindset; able to work independently.
• Strong ethics and client confidentiality.
• Previous sales/finance experience is a plus but not required.
• Flexible schedule with ability to build your own client base.

Aufgaben

• Build and expand your client base through networking, referrals, and proactive outreach.
• Conduct consultations to evaluate clients' financial needs, goals, and current situations.
• Design and present customized financial strategies aligned with client objectives.
• Maintain 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.

Kenntnisse

Communication

Interpersonal skills

Presentation skills

Self-driven

Entrepreneurial mindset

Ethical standards

Customer service

Jobbeschreibung

Cincinnati, United States | Posted on 10/29/2026

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