Client Sales Associate (Remote)

Stratford Davis LLC; Honolulu (HI); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive training & mentorship

Uncapped commission

Flexible schedule

Performance incentives

Incentive travel

Job summary

Stratford Davis LLC is seeking a Client Sales Associate to help clients navigate financial decisions through personalized guidance and relationship-driven support. You will build your client base through networking and proactive outreach, conduct consultations to assess needs, and design customized financial strategies aligned with client goals.

This role emphasizes ongoing mentorship, comprehensive training, a flexible schedule, uncapped commissions, performance incentives, and the opportunity

Qualifications

• Excellent communication and interpersonal skills.
• Ability to present financial concepts clearly to clients.
• Self-motivated with a results-oriented mindset.
• Entrepreneurial mindset with the ability to work independently.
• Commitment to high ethical standards and exceptional client service.
• Experience in sales, finance, or customer-facing roles is a plus, 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

Client service

Sales experience (preferred)

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