Client Sales Associate (Remote)

Stratford Davis LLC; New Haven (CT); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship program

Uncapped commissions

Performance bonuses

Job summary

Stratford Davis LLC in New Haven, CT seeks a Client Sales Associate to guide clients through financial decisions with personalized support and relationship-driven service.

You'll receive comprehensive training, ongoing mentorship, and the opportunity to build your own client base with flexible scheduling and an uncapped commission structure. This role rewards high performance in a results-oriented environment.

Qualifications

• Build and expand client base through networking, referrals, and outreach.
• Consult with clients to evaluate financial needs and goals.
• Present customized financial strategies aligned with client objectives.
• Maintain long-term client relationships with ongoing support.
• Stay informed on market trends and regulatory updates.
• Uphold professionalism, integrity and ethical standards.

Responsibilities

• Build and expand 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

Sales

Financial planning

Self-motivated

Independent work

Job description

New Haven, United States | Posted on 10/20/2026

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