Client Sales Associate (Remote)

Stratford Davis LLC; Honolulu (HI); Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship

Flexible schedule

Uncapped commissions

Established brand alignment

Healthcare options

Job summary

Stratford Davis LLC is seeking a Client Sales Associate to guide clients through important financial decisions with personalized attention. You’ll build a client base, conduct comprehensive consultations, and design tailored financial strategies while delivering ongoing support.

Ideal candidates are self-driven, with strong communication and presentation skills, and comfortable working in a results-oriented environment.

Qualifications

• Excellent communication and presentation abilities are required.
• Comfortable building relationships and guiding clients through financial decisions.
• Self-motivated with an entrepreneurial approach and ethical conduct.
• Previous sales, finance, or customer-facing experience is a plus but not required.

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

Communication skills

Interpersonal skills

Presentation skills

Self-motivated

Entrepreneurial mindset

Ethical standards

Closing sales

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