Client Sales Associate (Remote)

Stratford Davis LLC

New Jersey

A distancia

USD 50.000 - 80.000

Jornada completa

Hace 3 días
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Ventajas ofrecidas por este puesto de trabajo

Insurance benefits
Uncapped commissions
Comprehensive training & mentorship
Performance incentives
Incentive travel

Descripción de la vacante

Stratford Davis LLC is seeking a Client Sales Associate in Burlington, United States. The role focuses on guiding clients through financial decisions with personalized service and relationship-driven support.

Join a team that offers comprehensive training, ongoing mentorship, and a flexible framework to build a rewarding career path. If you enjoy networking, discussing financial strategies, and achieving results, this opportunity aligns with your professional goals.

Formación

  • 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.

Responsabilidades

  • 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.

Conocimientos

Communication
Presentation
Self-motivation
Entrepreneurial mindset
Ethical standards

Descripción del empleo

Burlington, United States | Posted on 10/11/2026

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
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