Client Sales Associate (Remote)

Stratford Davis; Fort Lauderdale (FL); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Life insurance

Healthcare options

Bonuses

Incentive travel

Uncapped commissions

Comprehensive training & mentorship

Established brand alignment

Job summary

Stratford Davis is seeking a Client Sales Associate to help clients navigate important financial decisions through personalized guidance and relationship-driven support. This role offers comprehensive training, ongoing mentorship, and the flexibility to build a rewarding career path.

Ideal candidates are driven by helping clients achieve financial stability, possess strong communication and presentation skills, and can work independently in a performance-based environment.

Qualifications

• Strong communication and interpersonal skills required.
• Ability to present financial strategies clearly to clients.
• Self-driven, results-oriented with independent work capability.
• Commitment to ethical standards and client service.
• Previous sales, finance, or customer-facing experience is a plus but not required.

Responsibilities

• Build and expand client base through networking, referrals, and outreach.
• Conduct consultations to assess clients' financial needs and goals.
• Design and present customized financial strategies.
• Maintain long-term client relationships with ongoing support.
• Stay informed on industry developments and regulatory updates.
• Operate with professionalism and ethical business practices.

Skills

Communication

Interpersonal skills

Presentation skills

Self-driven

Entrepreneurial mindset

Customer service

Job description

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